Charitable Gift Planning

Do you have causes that are near and dear to your heart? Do you want to make a significant donation, but still want to preserve part of your estate for your heirs? Do you need to ensure that a child is provided for?

A charitable gift plan can help ensure that you can do exactly what you want to do — or need to do — with your money.

At The Trust Company, we have helped many people with lifetime charitable gift planning and planned estate giving. Through advance preparation and strategic timing of your gift, you may see real tax advantages and financial stability for yourself, while providing for the causes and people you care about.

A charitable remainder unitrust (CRUT), charitable remainder annuity trust (CRAT), or charitable gift annuity are all options we can help you explore, depending on your needs. And we can help you figure out the form your gift could take, whether that’s through cash gifts, equities, artwork, collectibles, real estate or other property.

Together, we can formulate a plan that helps you do good. Contact us today so we can get started.