A charitable trust can be a strategic way to unlock the value of your assets, generate a steady income stream, reduce your tax burden, and leave a lasting legacy to Equest.
If you have a sizable estate and desire a dependable stream of payments, a charitable remainder trust might be right for you. This type of trust allows you to donate assets while receiving income for life or a term of up to 20 years. Once the trust ends, Equest receives the remaining balance. You may also benefit from tax advantages.
Two common types exist:
4. Use Our Legal Information
When including Equest in your plans, please use our official legal name and federal tax ID:
LEGAL NAME:
Equest
ADDRESS:
811 Pemberton Hill Road
Building 4
Dallas, Texas 75217
FEDERAL TAX ID NO:
75-1823701
Address
811 Pemberton Hill Road #4
Dallas, Texas 75217
© 2024, Equest. All Rights Reserved.
TAX ID 75-1823701 – Privacy Policy – 990 Form
Mailing Address
PO Box 171779
Dallas, Texas 75217