Please contact us if you would like additional information or let us know if you have given to us in the past.
Planned Giving Manager
Stock Transfer Notification Form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
Capital Gains Tax Bypassed
Gail: I liked the fact that the trust would provide us with income for our retirement years. If something happened to Peter, I would still be taken care of for the remainder of my life.
Is a tax-free sale from a charitable remainder unitrust right for you?
If you own highly appreciated property, such as real estate or stocks, you could benefit from a charitable remainder unitrust. The trust will help you bypass capital gains, will provide you with a charitable income tax deduction in the year of the gift and could increase your income.
If you have questions about the benefits of a charitable remainder unitrust, please contact us. We would be happy to work with you and answer any questions that you have.
*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 unitrust benefits may be different, you may want to click here to view an example of your benefits.