Help your clients give to charity and provide for themselves and their family at the same time.
CHARITABLE REMAINDER TRUST
A tax-exempt, irrevocable trust that provides income to the beneficiaries for a specified period of time and upon termination the remainder assets are left to one or more designated charities.
CHARITABLE LEAD TRUST
An irrevocable trust which allows a donor to make charitable gifts now while transferring assets to beneficiaries later.
A gift of a remainder interest in real property to a charity with a retained right to use the property for a specified term. The donor receives a tax deduction for the present value of the remainder interest.