At The Trust, your client can accomplish his or her philanthropy today—and leave an endowment for the future. We offer a number of options for giving now and giving later.
If your client is considering giving to The Trust, these are the steps to take:
- Decide when to give. Does your client want to establish a fund now—or defer gifts through a will or other planned giving?
- Decide what to give. There are many different kinds of assets your client might have to start a fund, and The Trust accepts most of them. We have significant experience accepting charitable remainder trusts, charitable lead trusts, retirement plan assets, closely held stock, cash, publicly traded stock, life insurance, and even copyrights.
- Choose the best way to give. The Trust has four types of funds available that meet different needs, but still promote effective philanthropy. Talk with us about which one is right for your client and her needs.
|
