Interview with Lyle Miller, Steward Consultant for Everence Financial.
In this interview we are going to discuss Charitable Remainder Trusts:
- What are they,
- What do they do,
- Who would benefit from one, and more
Recorded on June 21, 2023. Originally published on Monday, July 25, 2023.
Table of Contents:
00:45 Interview Begins
01:00 What is a trust?
01:25 How is a Charitable Remainder Trust (CRT) different?
02:55 How a trust works from beginning to end
05:15 Example of how a trust works
11:10 Charitable Gift Annuity vs. CRT
11:55 Who would benefit from establishing a CRT
14:30 Is there anyone that should avoid a CRT
16:00 What is the first step is starting a CRT
19:05 Final thoughts
Everence
- Learn More at: https://www.everence.com/
- Articles and Stories: https://www.everence.com/everence-articles/
- Send Lyle an Email: lyle.miller@everence.com
- Contact Lyle:
— (800) 348-7468 ext. 3229
— (574) 533-9515, ext. 3229
— Cell: (574) 202-3121
The Quakerdale Foundation
- Learn More at: http://QuakerdaleFoundation.org
- Invest in Our Mission: http://QuakerdaleFoundation.org/donate/
- Subscribe to Our Newsletter: https://bit.ly/JWQF_Subscribe
- Send me an Email: DSmith@Quakerdale-Foundation.org
- Call me: (641) 497-5294
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