Align your philanthropic goals with strategic financial planning through charitable trusts. These powerful tools let you support meaningful causes while securing tax deductions and reducing estate taxes. Whether building a family legacy or optimizing contributions, we design solutions that maximize both impact and financial benefits.
Create lasting impact with significant tax advantages. Charitable trusts provide income tax deductions, avoid capital gains taxes, and remove assets from your taxable estate. We’ll structure your giving to reflect your values while enhancing your wealth strategy.
Understanding the legal requirements and regulations that apply to your corporation is essential for ensuring its success and protecting your interests. Consulting with a corporate attorney can provide you with the guidance and expertise you need to navigate the complexities of corporate law. economic impacts of its activities. Many corporations are increasingly focused on CSR as a way to build.
Understanding the legal requirements and regulations that apply to your corporation is essential for ensuring its success and protecting your interests. Consulting with a corporate attorney can provide you with the guidance and expertise you need to navigate the complexities of corporate law. economic impacts of its activities. Many corporations are increasingly focused on CSR as a way to build.
A remainder trust (CRT) pays you income first, then donates to charity. A lead trust (CLT) does the opposite - charity gets payments first, then your heirs. CRTs offer immediate tax benefits; CLTs reduce estate taxes.
Deductions typically range from 30-60% of donated asset value, depending on trust type and payment terms. We'll calculate your exact potential savings during planning.
Most trusts require naming charities upfront, though some allow adding new ones later. Original terms generally remain binding for tax purposes.
Highly appreciated assets like stocks or real estate are ideal - you avoid capital gains while deducting full market value. Cash also works effectively.