Charitable Remainder Unitrusts
(Additional Planning Tips)

Education Trust:
Create a trust for a term of years, using the income to fund a loved one’s education. At the end of the term, the remainder passes to BGEA to use where you have designated.

Parents’ Trust:
If you’re providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both BGEA and your family.

For More Information

E-mail us, complete the personal illustration form, or call us at (877) 247-2426 so that we can assist you through every step of the process.