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.

Overview of CRTs
Tax Considerations for CRTs
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CHARITABLE LEAD TRUST

An irrevocable trust which allows a donor to make charitable gifts now while transferring assets to beneficiaries later.

More Information on Charitable Lead Trusts

LIFE ESTATES

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.

More Information on Charitable Life Estates