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Planned Giving

Maximize your Philanthropic Goals

Make a difference in people's lives and always be remembered for your contribution
Benefit yourself, your family and your favorite charity with your planned gift
Establish a legacy for many years and generations to come.

Planned Giving

Charitable
Remainder Trusts

Charitable Remainder Trusts

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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About Bequests

You may be looking for a way to make a significant gift to help further the mission of your favorite charity. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support a cause.
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Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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MSTC and Crescendo are not affiliated.

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.