How it works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the trust.
• You pay no capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• You can have the satisfaction of making a significant gift that benefits you now and Children's Memorial later.

For more information

Email us, complete the personal illustration form, or call us at 773-880-4237 so that we can assist you through every step of the process.