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At Dunham Trust Company, we strive to understand your unique requirements and take a personalized approach to trust creation and management. Our senior trust officers work with you to determine which trust types are right to help you grow and protect your wealth to provide for the financial security of your loved ones, prepare for retirement, and transfer your estate to establish a lasting legacy.


The information above is general in nature and not intended as legal or tax advice. Please consult with your tax professional or attorney regarding guidance for your individual circumstances. Dunham Trust Company recommends you authorize our senior trust officers to work in tandem with your trusted financial professionals.

Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.






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