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A charitable remainder trust (CRT) can be set up as an annuity trust or a unitrust with us, offering significant tax benefits. Because the assets of a CRT are exempt from tax on the income earned by the trust, the proceeds are reinvested by the trustee and grow on a tax-free or tax-deferred basis.

The Trust is an ideal remainderman of a CRT. Donors can rely on our expertise in philanthropic administration and grantmaking as well as investment management.  

A charitable lead trust (CLT) generally is used to transfer assets to the next generation with reduced tax or possibly no tax, while also providing for charity.

The CLT pays annual distributions to charity, either as an annuity or unitrust payment, for a period of time, then distributes the remainder to non-charitable beneficiaries selected by the donor (typically, your client’s children). It also offers your client the ability to participate in grantmaking. 

The Trust is an ideal charitable beneficiary of a CLT’s annual distribution. 

Gifts of appreciated securities offer important tax advantages. As long as these securities are held longer than 12 months (including mutual funds), the full fair market value is deductible as a charitable contribution (up to 30 percent of your client’s adjusted gross income for gifts to a public charity) without tax on the built-up capital gains.

The donation of appreciated business shares and other assets to The Trust can provide income tax deductions that minimize capital gains while providing the opportunity to enjoy philanthropic giving.

We can help your client navigate the challenges that come with managing their inheritance by offering charitable solutions that allow them to give back to their community.

The Trust offers the advantages of a private foundation with far less expense and hassle. Administrative costs are lower, paperwork is a breeze, and donors can take advantage of the grantmaking experts, investment staff, and other resources of a large foundation.

For many charitable clients, life insurance offers the possibility of making a meaningful gift. Policies that are no longer needed can make a significant impact on regional causes when given to The Trust.

Your client can transfer ownership of the policy and deduct the fair market value. If the policy is not fully paid up, your client will need to make additional contributions to enable charity to pay the premiums.