Consider Creating a Charitable Remainder Trust

A Charitable Remainder Trust is a good choice if you have assets such as bonds, stocks, mutual funds or real estate that you’d like to give to the Friends of The Moncton Hospital in the future, but you want the income it generates to support you or your heirs.

A Charitable Remainder Trust can provide flexibility when planning your estate allowing you to meet your obligation to loved ones while enabling you to leave a legacy. 

Contact Marianne.Mepham-Newton@FriendsFoundation.ca for more information.

SEEK FINANCIAL AND LEGAL ADVICE

We strongly recommend you seek professional advice to ensure your financial goals are considered, your tax situation is reviewed, and your planned gift is tailored to your circumstances.