Charitable Remainder Annuity Trust

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How It Works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to anyone you name.

When the trust ends, the principal passes to .

Benefits

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For more information

If you are considering a charitable remainder annuity, email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.


 

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