A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.