Trusts That Benefit You and Our Future

The flexibility of trusts enables donors to divide the enjoyment and the benefits of a single piece of property or fund of money between their families and worthwhile causes and organizations.  This concept of providing dual benefits from the same assets can also produce meaningful tax and financial rewards.  Benefits can be shared in either of two basic patterns: 

  • Give immediate income benefits to your family for life or a period of time – with the trust assets ultimately benefitting our programs (charitable remainder trusts).

  • Give all or part of the immediate benefits to a trust for our benefit for a period of years – with the property eventually returning to your family (charitable lead trusts). 

Both of these trust arrangements will save taxes, benefit future generations and not impair the security of your family.  Please call if you would like more information on how these very general concepts might be refined to fit your own needs and goals.


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Copyright © R&R Newkirk. All rights reserved.

 


Contact Information

Joe Woodward
Director of Institutional Advancement
(909) 482-5220
jwoodward@webb.org

 



The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.