Case Studies: Comfortable Retirement

Scenario

A Fairfield retiree wants to continue supporting her three favorite nonprofit organizations without running out of money during her lifetime.

Solution

Establish a charitable remainder trust that provides an income stream during the beneficiary's lifetime and names a designated fund as the trust's remainder beneficiary.

The trust will provide a steady income stream to the donor. The fund will achieve the client's charitable objectives far into the future.

Contact Us to Get Started

To learn more about specific solutions for your clients' charitable giving,contact Juanita T. James, President & CEO, at 203.750.3200.