So what better time to take a serious look at all the things we wish we'd done last year!

Along with the usual resolutions to lose weight and spend less, it could be an ideal time to take a look at your portfolio for investments or property that you no longer use. You may have a vacation home, a lot, stocks and bonds, or even mutual funds. Those would be good items to use to fund a charitable remainder trust. The exciting part is that you can donate the asset, we handle the sale, and you receive a charitable income tax deduction plus guaranteed payments! If your asset has appreciated in value, you will not have to worry about capital gains if you donate the asset before it's sold.

As you can see, this is an excellent way to begin the New Year and increase your income.

We have qualified trust officers ready to assist you with your financial plan. Why don't you contact our Planned Giving Department today by e-mail or phone, (800) 900-9021.  We’ll be happy to help you.

The Quiet Hour confidently supports the following required statement and encourages prospective donors to give it consideration:

THIS IS NOT LEGAL ADVICE. ANY PROSPECTIVE DONOR SHOULD SEEK THE ADVICE OF A QUALIFIED ESTATE AND/OR TAX PROFESSIONAL TO DETERMINE THE CONSEQUENCES OF HIS OR HER GIFT. Payments made under a charitable gift annuity are backed solely by the full faith and credit of the issuing organization, are not insured or guaranteed by an insurance company, are not protected by any insurance guaranty association and are not backed in any way by the states.