The PGT Resource Library

Charitable Trusts

What They Are and How They Work

Many people want to help an educational institution, medical facility, religious cause or charitable organization, but cannot afford to donate assets that may be needed in retirement.

This primer introduces charitable trusts, an IRS approved giving instrument that provides a way to help people make a charitable gift now, gain an income tax charitable deduction, and obtain an income stream for life.

Charitable Trusts by Ed McBride is both an educational tool and a marketing piece. It can be used in the office to train development staff and inform board and committee members . . . and in the field to help your prospects understand one of the most flexible and useful planned giving vehicles.