A New Wealth Management Dimension

The GB Private Income ᵀᴹ Trust Program

Your financial advisor assists you in establishing a Private Income Trust at Give Back Nation. You make a irrevocable gift of cash or other qualifying assets in exchange for lifetime income.

Your advisor coordinates with GBN to develop and maintain an investment portfolio with emphasis on income. Income from your Trust can be paid to you monthly or quarterly. At death, the remaining principal is distributed to donor advised funds or directly to non-profit organizations which you previously designated.