Charitable Trusts

Charitable Remainder Trusts and other charitable trusts used for generating significant tax benefits while helping your favorite charity can seem complicated and difficult to administer.  We can help you understand how they work and choose the best alternative for your specific situation.

If you don’t want to be the trustee, but don’t want to use the charity as the trustee, either for privacy or investment strategy reasons, we have people you can name as the trustee.  This gives you and the beneficiaries a friendly human being who will distribute the checks, make investment decisions and prepare the year end tax reports in a timely manner, and be available to answer questions as they arise.

Who Needs This Service?

Organizations receiving the gifts or individuals donating gifts may need our assistance in administering the trust activity as well as preparing the annual returns.

Benefits to Our Clients

• We have many years of collective experience in administering trusts.
• We understand the complexity of the requirements and ensure our clients are in compliance.
• We have extensive resources to investment advisors and individuals capable of handling administrative roles.