Charitable Remainder Trust Example
This is an educational illustration and does not represent legal or tax advice. The value and cost numbers have purposely been selected as round numbers to allow for personal interpretation. The value used is not a minimum, maximum or suggested amount. Please consult your legal and tax advisors about your specific situation.
For more information or a confidential discussion of your charitable options, please email or call the Vice President of Resource Development, De Anna Sheffield Ward, at (813) 769-3604.