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(Additional Planning Tips)

Education Trust:
Create a trust for a term of years, using the income to fund a loved one’s education. At the end of the term, the remainder passes to the Guggenheim to use where you have designated.

Special Needs Trust:
It is now possible for a charitable remainder unitrust to pay its income to a separate vehicle set aside to meet the needs of a loved-one with a qualified disability.

Parents’ Trust:
If you’re providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both the Guggenheim and your family.

For more information

E-mail us, complete the personal illustration form, or call us at 212 423 3500 so that we can assist you through every step of the process.