Charitable Trust
With a charitable trust you, the grantor, transfers ownership and management of cash and/or appreciated securities to a trustee. The trustee manages the trust according to the terms established in the trust by the grantor. There are several trust variations depending on your needs.
Charitable Lead TrustYou fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings. |
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Charitable Remainder Annuity TrustYou transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years. |
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Charitable Remainder UnitrustYou transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years. |
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Give It TwiceYou provide your children with a stream of income while making a gift to charity. |
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Sale and UnitrustYou give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life. |