Please contact us if you would like additional information or let us know if you have given to us in the past.
Stock Transfer Notification Form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
Providing for Our Children's Future
Ron: Our stock portfolio had appreciated significantly over the years. I wanted to pass these gains on to my family without paying a lot in gift or estate tax.
Ron: I also thought the plan was a good one. It would give our children time to learn how to save and invest their future inheritance. So, we set up a charitable lead trust plan that would begin paying our favorite charity income each year. The prospect of helping our children succeed in the future while providing for our favorite charitable cause made us pleased with our decision.
Is a charitable lead trust right for you?
A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of your benefits.