Bequest Accounts & Planned Giving
How will your charitable intentions be managed after your lifetime? Perhaps more importantly, will they be managed in accordance with your principles?
Your after-death charitable giving – often called planned giving – gives you the opportunity to support the ideals of limited government, personal responsibility, and free enterprise as part of their estate and financial planning.
DonorsTrust was founded around the idea of preserving donor intent for liberty-minded donors. For donors who have a plan for their philanthropy in life but want a trusted party to safeguard their giving when they are gone, DonorsTrusts’ planned giving options offer a secure path. We offer several charitable options to help preserve your values and create a legacy of liberty for future generations of Americans.
Planned Giving Options at DonorsTrust include:
Bequest Accounts: Often donors know that they want to support liberty-oriented organizations, but haven’t quite decided how best to divide it among their favorite charities. A Bequest Account at DonorsTrust is an efficient solution that buys you time, flexibility, and security. By establishing a DonorsTrust Bequest Account, you can take your time to draw up your list of charities and apportion gifts to each one. You will also leave with us a donor intent statement, amendable by you at any time during your lifetime, so there is no question as to how you want your charitable legacy to be spent. Whether you designate a successor to advise the account or simply ask DonorsTrust to execute your plan, DonorsTrust’s protective boundaries give you the assurance your charitable capital and donor intent will be honored.
Charitable Remainder Trusts: As an IRS approved 501(c)(3) public charity, DonorsTrust may serve as the charitable beneficiary of charitable remainder trusts. If you’re considering creating a CRT to reduce your tax burden and provide an income stream for life, you may create a donor-advised account at DonorsTrust to be the beneficiary of your trust. Much like a bequest account, donors can take their time to draw up their list of charities and apportion gifts to each one.
Charitable Lead Trusts: Charitable lead trusts provide an excellent way to reduce your taxable estate, pass more assets to your family, and enjoy philanthropy during your lifetime. Unlike a CRT, the charity receives an income stream for a specified term of years at the beginning of the trust. The remainder is transferred to the trust’s designated beneficiaries (for example, your children or grandchildren) upon completion of the term. You may designate DonorsTrust as the charitable beneficiary and create a donor-advised account.