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For those looking to make a meaningful, lasting impact, charitable giving provides a way to contribute to worthwhile causes both now and well into the future. Trust Point professionals can help you decide where to contribute, the best ways to do it, and how to earn financial rewards for your efforts through tax benefits.
Trust Point offers a wide range of services to meet your philanthropic goals. Those include:
If you’re unsure where to give, we can make recommendations and also work with you to develop a schedule and manage contributions. We can also discuss important tax considerations to ensure your giving pays off.
Charitably inclined individuals may benefit from establishing a charitable remainder trust. This trust offers tax benefits while preserving an income stream for designated beneficiaries prior to the assets being distributed to designated charities.
We have a wealth of experience managing funds and trusts for endowments and foundations. We can provide professional consulting for committee members, guiding investment strategies and other important decisions.
