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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The future of Eisenhower Health is of the upmost importance, because a community can’t thrive and grow without an excellent health care system. For the Coachella Valley to attract retirees from all over, it’s critical to be known for having highly rated health care.

 
James and Nancy Ellison
Legacy Society Members | 24/7 Members Since 2018
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