Charitable Trusts

Our Trust Specialists provide a Planned Giving Review to analyze a client's wealth planning goals (ie, annual income needs, estate tax implications, and charitable desires). The client will also receive a Charitable Alternatives Analysis which provides an illustration of income stream and tax savings using various types of charitable trusts such as charitable remainder trusts, charitable remainder annuity trusts, or charitable lead annuity trusts, compared to an outright gift to charity.

Who benefits:

• Individuals with highly appreciated assets
• Individuals with a strong desire for charitable giving
• Clients in need of an income stream either currently or in the future

How you benefit:

• Client retains income stream
• Capital Gains Deferral
• Achieve philanthropic desires of family
• Significant income tax saving