Charitable Remainder Trust

This trust offers an income stream and a tax benefit on appreciated investments. The assets are transferred to a charitable trust and sold tax free. The trust makes payments for the donor’s lifetime or a specified term, then distributes the remainder to charity.

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We’re proud to donate an annual amount to Eisenhower Health for the excellent medical care they provide. We’ve also designated a sizeable donation with our living trust. Securing Eisenhower’s future is important to us.