Charitable Trusts
A charitable trust allows you to have full control over your donations while reducing estate tax and income tax liability. We’re happy to help you determine if it’s right for you.
Why Open A Charitable Trust?
Charitable trusts allow you to make current income tax deductions and have full control over which individuals and organizations receive grants, while reducing or eliminating your gift or estate tax liability.
Types Of Charitable Trusts
Depending on your goals, there are several ways to open a charitable trust with Ren.
Charitable Remainder Trust
A tax-exempt trust that provides an income distribution to an individual or individuals for life or term of years before distributing the remaining assets to the donor’s designated charity or charities.
Charitable Lead Trusts
A trust that directs an income distribution to charity for life or term of years, with the remaining assets passing back to the donor, to heirs, or others.
Pooled Income Fund
Combines gifts from multiple donors into a shared fund that pays income to each donor, with the remainder going to charity.
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ContactWhich Charitable Trust Is Right For Me?
Here’s a quick look at how they compare, from simplest to most complex.
| Features/Considerations | ||||
|---|---|---|---|---|
| Giving Vehicle Options | Beneficiaries | Primary Use Cases | Complexity Level | Tax Advantages |
| Charitable Lead Trusts | Charity first, then heirs or other individuals | Estate planning + wealth transfer | Moderate complexity | Reduces estate and gift taxes |
| Charitable Remainder Trust | Donor or individuals receives fixed or variable income, charity receives remainder | Income generation with growth potential | Moderate complexity | Avoid capital gains, provides income tax deduction based on remainder interest |
| Pooled Income Fund | Donor or another individual receives variable income, charity receives remainder | Income generation | Moderate complexity | Avoid capital gains, provides income tax deduction based on remainder interest |
| Charitable Gift Annuity | Donor or individuals receives fixed income, charity receives remainder | Simple income + charitable giving | Simplest structure | Avoid capital gains, provides income tax deduction based on remainder interest |
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Additional Resources
We have 30+ years of expertise in charitable trusts, and a wealth of information and resources for you to browse.
