A trust in which Grantor (the person who creates it) or any other person, can receive the income throughout the grantor’ lifetime, and which the principal is then paid to one or more charities. These trusts can help people with appreciated assets (especially low income producing assets) avoid capital gains taxes, increase their income, and complete their charitable goals.

A trust in which a charity receives the income for fixed term years, and the remainder or principal is then paid to a family member (or any other person or entity).

Many generous people fail either retain or donate as much as they could. By giving highly appreciated assets instead of cash, donors are able to retain their liquid assets, and transfer unusable appreciated assets without paying capital gains tax.

Example: (Assumes gift of fully appreciated stock)

Many people ask us to help administer trusts that pay out their estates to charities at their passing.

Many people appreciate knowing that their favorite charities will have a regular stream of income for many years to complete the mission that is so important to them. And many appreciate knowing that financial professionals will be investing their donation to maximize their gift’s value.

We have helped our customers create and provide perpetual funding for:

• Scholarships for local college-bound students
• Parks to be named for the donor
• Community funds perpetually directed to specific causes important to the donor.