Charitable Gifts from a Revocable Living Trust

Many people have established revocable living trusts as part of their estate plans, usually to avoid probate, arrange for money and investment management, or afford privacy for their estates. A revocable living trust can also provide exceptional opportunities for assisting the organizations you support:

 Lifetime gifts.  You can direct the trustee of your trust to make charitable contributions to qualified organizations – gifts that will entitle you to deductions on your personal tax return.

Distributions at death.  Your trust can accomplish important gifts at death by directing that organizations receive particular assets, an amount of cash or a percentage of your estate – in the same manner as by will. 

Income for family members.  You can direct that part or all of your living trust be transformed at death into a charitable remainder trust that will make payments for life to a family member, with significant benefit for one or more organizations.  Such a gift can save estate taxes that may actually leave your survivors more secure financially.

Please call if you would like to include us as a beneficiary of your revocable living trust.  We can provide our correct legal name for your attorney.

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