Everett Unity Center for Positive Living

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    • Estate and Gift Planning

Estate and Gift Planning*

Plan

  • Get tax-free income now through a Charitable Remainder Trust.​
​​​​
  • Enjoy tax-free RMD's from your IRA with a Qualified Charitable Distribution.​


Save

  • "Bunch" multi-year donations to influence your tax bracket and itemization threshold.​​

  • ​Avoid capital gains by donating appreciated assets instead of cash.

Give

  • Use a Donor Advised Fund to grow your charitable gifts tax-free until you are ready to distribute them.

  • Direct a portion of your estate to a legacy gift.

* The information on this website is not a substitute for professional financial services. ​
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