Tip of the Day
You can give many kinds of marketable, appreciated property -- closely-held stock, real estate, or partnership interests -- to a charitable remainder unitrust and receive significant tax and income benefits.
You will receive income for life plus an immediate chartitable deduction, avoid the capital gains tax, and benefit the Archdiocese at the same time.
You can even arrange for your assets to grow tax-free until you turn the "income spigot" on at retirement or some other future event, such as the start of your child's education.
For more information
Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.