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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Our desert community is extremely fortunate having the medical excellence of Eisenhower Health. I have seen it grow over the years, with the physicians and nurses really taking it to this remarkable level of five-star excellence. Planned giving is critical to make that achievement sustainable for the future.