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Dunham Trust Company offers a broad range of trust services structured to help you
grow, protect and transfer wealth to meet your unique objectives and establish a
lasting legacy for future generations with privacy, care and confidence.
We take an uncommon personalized approach to serving you and we believe the key to a
relationship that lasts generations is in knowing you as a person, not an account number.
At Dunham Trust Company, you deal directly with senior trust officers with decades of
experience, who understand that the trust you place in us is our most valuable asset.
Dunham Trust Company offers a full range of services that can help us meet almost
any need you may have.
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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