Charitable Services

Our charitable services help your values endure.

Security Trust & Investments can help you maximize the impact of your charitable gifts. We can help you establish a trust that will provide for you, your heirs, and the charities you cherish:

• Charitable remainder trust is tax-exempt, irrevocable trust is eventually donated to charity. First, the trust provides beneficiaries with a percentage of the assets as income over a period of time.
• Charitable lead trust is trust is taxable and irrevocable. It provides income to a charity for a period of time. When the trust terminates, the remaining assets are paid to the beneficiaries, typically without federal estate tax.