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Charitable Trust

Charitable Trust is an irrevocable trust that is designed to convert your assets into an income stream to one or more charities that are special to you. By establishing a charitable trust, you can:

• Reduce or eliminate capital gains taxes on the sale of appreciated assets, such as stocks, bonds or real estate

• Reduce estate taxes upon your death

• Reduce current income taxes

• Make a significant future charitable gift

• Avoid probate

• Maximize the assets your beneficiaries(s) will receive after your death

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