Charitable Remainder Unitrusts

A charitable remainder unitrust is for you if ...

  • You want to make a significant gift to us while retaining or increasing your income.
  • You hold securities, a business, or investment real estate, and want to avoid the capital gains cost of a sale.
  • You want the opportunity for your income to grow over time.
  • You desire maximum flexibility in the operation of your gift.

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To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.