We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Email Managing Director of Philanthropic Services Caroline Kuebler or call her at (901) 722-0036 to
learn more.
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.