You have accumulated an investment portfolio over a lifetime. You own stocks, bonds, mutual funds, and perhaps investment real estate. The assets have substantially appreciated in value and worked well for you, but your financial goals are evolving. You now want a source of income without the time, effort, and complexity of managing your investments. If you sell the assets you’ll lose much of the gain to taxes.
What can you do if you also want to provide meaningful support to Pine Street without negatively impacting your current finances? Consider achieving your objectives with a gift to either a Charitable Remainder Unitrust or a Charitable Remainder Annuity Trust.