How will your charitable intentions be managed after your lifetime?  

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’ legacy 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.

Bequest Accounts: Our Whitney Ball Legacy Society offers you the opportunity to designate a donor-advised fund account to be funded at your death. Funded with your bequest, a Legacy Society account at DonorsTrust offers an efficient solution that buys you time, flexibility, and security.  Simply designate your fund at DonorsTrust in your will or as a beneficiary of your IRA or life insurance. Separately, complete a Legacy Society application with your donor intent, legacy advisors, and other important information. Your intentions can be changed at any time during your lifetime. Whether you designate a successor to advise the account or simply ask DonorsTrust to steward your plan, DonorsTrust’s protective boundaries give you the assurance your charitable capital and donor intent will be honored.
Download Legacy Society Application

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.
Read more about CRTs and DAFs

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.
Read more about CLTs and DAFs

Developing a strategy for your legacy giving is complicated and varies from situation to situation. To explore calculations and ideas for your own unique situation, see our specialized legacy planning site here.

Start Protecting Your Intent Today.

To learn more about how a donor-advised account can help you protect your donor intent, click below to download your copy of 8 Steps to Securing Your Donor Intent. This step-by-step guide offers practical steps you can do starting today to ensure the principles you hold dear get advanced through your charitable giving, both now and in the future.