Tax Benefits

Can you provide me with an estimate of my tax and income benefits?

Yes, we can provide you with estimates of the tax and income benefits you will receive if you create a charitable remainder trust. We need to know the birth dates of those who will receive income from this charitable tool and the type of gift you have in mind (for example, cash or stock). These calculations are for educational purposes only and should be reviewed by qualified independent advisers of your choosing.

For calculations confidentially provided, contact us by phone at 650-917-4000 or email.