Charitable Trusts

Charitable Remainder Trusts

With a charitable remainder trust, you transfer property to a trust set up for the charity of your choice. The trust pays you, you and your spouse, or someone else you’ve chosen, an income for life or a period of years. The trust ends at the death of the last income beneficiary (or earlier if that’s what the trust specified), and the charity receives the property.

      

Charitable Lead Trusts

If you are currently making regular gifts to a favorite charity—or would like to make regular gifts to a charity—you may find it to your advantage to use a charitable lead trust for those gifts. A charitable lead trust pays income to the charity of your choice for a set period. At the end of that period, the trust assets pass to the person you’ve named as the trust’s remainder beneficiary—your child or grandchild, for instance. Again, both the charity and your heirs benefit.

 

 

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit
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