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Charitable Trusts

Charitable Giving as Part of Your Long-range Financial Plan

Making a gift to support a cause you believe in can be more than a reflection of your personal values. Thoughtful, planned giving can play an important role in your overall financial strategy or estate plan. Some people choose to make gifts outright during their lifetime. Some decide instead to remember a charity in their will.

Others, however, elect to make a gift by establishing a charitable trust. In addition to the satisfaction of giving, a charitable trust may help:

  • Reduce income tax,
  • Eliminate capital gains tax, and
  • Lower taxes on your estate.

Is a charitable trust a good idea for you? Following are descriptions of the most common types of charitable trusts. You may find that one of them suits your intentions exactly.

Next > Charitable Remainder Trusts

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