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Charitable Trust
Leave a Lasting Legacy
Make a difference while protecting your wealth. Our charitable trust services allow you to support causes close to your heart while enjoying significant tax benefits. We’ll help you create a charitable legacy that reflects your values and ensures your philanthropic impact endures for generations.
Our charitable trust offerings include:
Charitable Remainder Trusts (CRTs): Providing income to you or your beneficiaries for a specified term, with the remainder going to your chosen charities.
Charitable Lead Trusts (CLTs): Generating a stream of income for charities for a set period, with the remaining assets passing to your heirs.
Private Foundations: Establishing and managing private foundations that give you maximum control over your charitable giving.
Donor-Advised Funds: Offering a more flexible and cost-effective alternative to private foundations for strategic charitable giving.
Impact Measurement: Implementing systems to track and report on the social impact of your charitable contributions, ensuring your philanthropy achieves its intended goals.