How a Charitable Remainder Trust Supports Legacy Giving and Financial Planning

May 30, 2025

0 likes | 14 Views

Plan your legacy with a charitable remainder trust guided by charityaxess.ca. Enjoy tax benefits while securing your future and supporting a cause close to your heart.

Share Presentation

Embed Code

Link

charityaxess

Download Presentation

How a Charitable Remainder Trust Supports Legacy Giving and Financial Planning

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

How a Charitable Remainder Trust Supports Legacy Giving and Financial Planning Plan your legacy with a charitable remainder trust guided by charityaxess.ca. Enjoy tax benefits while securing your future and supporting a cause close to your heart. Contact Us:- info@charityaxess.ca Toronto, ontario Canada

Suyam Charitable Trust

Details of Suyam Charitable Trust created to help underprivileged children

2.64k views • 37 slides

Life Insurance and Charitable Giving

BeamaLife compares top 100 US life insurance company to find best, cheap and most affordable term, whole and universal life insurance quotes and rates. http://www.beamalife.com

508 views • 14 slides

Charitable Giving

Charitable Giving. Based on Sharing the Wealth Minnesota Public Radio. Facts and Figures. People who attend religious services gave 2.3% of their income, compared with 1.3% for those who do not. 70.1% of American households contribute to charity each year

1.46k views • 12 slides

Integrating Charitable Giving Into Legacy Planning

FIDELITY CHARITABLE SERVICES ®. Integrating Charitable Giving Into Legacy Planning. Today’s Objectives. Provide an update on charitable giving trends Review income tax planning strategies Review estate planning strategies Discuss the benefits of donor-advised funds

536 views • 35 slides

Charitable Remainder Trust

Charitable Remainder Trust.

1.05k views • 16 slides

Estate Planning with Charitable Giving: Leaving a Legacy

Estate Planning with Charitable Giving: Leaving a Legacy. September 20, 2011. What We Will Cover. Values-based Planning The Estate Planning Spectrum (aka “The Control Continuum”) Selected Gift Planning Vehicles Legislation Relevant to Charitable Giving. Values-Based Planning.

253 views • 0 slides

Planning with Charitable Remainder Trusts

Presented (with permission) By : James P. Alder, Esq. Alder & Robb, P.C. a nd Glen Wagstaff Managed Wealth Financial. Prepared and Authorized By :. Planning with Charitable Remainder Trusts. Do Your Clients Ever Need to Get Around Capital Gains Taxes?. For Assets such as:

374 views • 15 slides

Charitable Giving

Charitable Giving. What is it?. How can I get involved?. « Giving is the Best Communication ». Click here for video. What is Charitable Giving?.

440 views • 7 slides

Malla Charitable Trust

Malla Charitable Trust. Malla Charitable Trust. Malla Charitable Trust. INAUGURATION BY Sri D V Subba Rao (Ex Mayor & President BCI). Malla Charitable Trust. INAUGURATION BY Sri D V Subba Rao (Ex Mayor & President BCI). Malla Charitable Trust. INAUGURATION BY

727 views • 37 slides

Welcome to the Financial and Estate Planning Council of Metro Detroit Charitable Remainder Trust

Welcome to the Financial and Estate Planning Council of Metro Detroit Charitable Remainder Trust. Presented by Michael W. Halloran, AEP , CLU , ChFC , CFP ® November 1, 2011. Annuity Trust . Fixed Payment Future Contributions . Mechanics of a CRT. Unitrust . Percentage of payment

259 views • 14 slides

Charitable Planning

Leaving Your Legacy through. Charitable Planning. Chua Tia Guan Head of Tax & Financial Planning Great Vision Advisory Group. Definition of Legacy. No clear definition. Money or Wealth?. Reputation?. Vision? . Moral values?. Contribution to the society?.

371 views • 22 slides

Social Networks and Charitable Giving

Social Networks and Charitable Giving. Jen Shang Eliot Smith Professor of Philanthropic Psychology Professor of Social Psychology Plymouth University Indiana University, Bloomington Indiana University Adrian Sargeant Victoria Hurth

255 views • 18 slides

Charitable Giving and the Economy

Charitable Giving and the Economy. Una O. Osili, Ph.D. Director of Research The Center on Philanthropy March 22, 2010 AGB’s National Conference on Trusteeship. www.agb.org. Resources.

303 views • 16 slides

CHARITABLE GIVING STRATEGIES

CHARITABLE GIVING STRATEGIES. Aryeh Guttenberg, Esquire 410-484-7711 aryeh@guttenberglaw.com. UMMS Foundation February 15, 2005. Charitable Giving- Background, Impetus, Challenges. Personal Story – UMMS/Shaare Zedek Lifetime Giving vs. Testamentary Giving

501 views • 27 slides

A for Annuity, B for Bequest, C for Charitable Remainder Trust …

A for Annuity, B for Bequest, C for Charitable Remainder Trust …. The ABCs of planned giving – the most commonly used vehicles, their benefits to the donor and to your charity, the assets with which they can be funded and other practical considerations. We’ll Cover. Definition of Common Types

524 views • 38 slides

Malla Charitable Trust

Malla Charitable Trust. Relief activities during flood at Kurnool District (A.P) - 2009. Malla Charitable Trust. Relief activities during flood at Kurnool District (A.P) - 2009. Malla Charitable Trust. Relief activities during flood at Kurnool District (A.P) - 2009.

681 views • 36 slides

Charitable Legacy Planning

Charitable Legacy Planning. 1-Hour CE Seminar | November 2008.

704 views • 37 slides

BHORUKA CHARITABLE TRUST

BHORUKA CHARITABLE TRUST. PRESENTATION ON District Poverty Initiatives Project CHURU (Rajasthan). Bhoruka Charitable Trust INTRODUCTION.

631 views • 35 slides

Charitable Giving Strategies

Charitable Giving Strategies. Presented by: INSERT AGENT NAME/DESIGNATION(S) The Ohio National Life Insurance Company Ohio National Life Assurance Corporation.

723 views • 44 slides

Annapoorna Charitable Trust

Annapoorna Charitable Trust. A glimpse. New Beginnings.

901 views • 27 slides

Charitable Trust

If you are like most people, you like to donate money to one or more charities that are close to your heart. Many people have given to the same types of charities for years, so it makes sense that they would want to leave them one final gift from their estate when they pass away. If this makes sense to you, we can help you tailor your estate plan to achieve the following:1) Benefit your favorite charity or charities, in a way that would still allow you to retain a form of control over gifted assets, and/or 2) allow you to create an income stream to your favorite charity with a remainder of funds going to your family beneficiaries.Our team will work with you to make the right decisions based on the amount you want to leave to a charity, and any specific requirements you may have in mind.If you have highly appreciated assets and interested in income tax planning with those assets, reach out to us to discuss different charitable vehicles available to you. If you would like to make charitable planning a part of your estate plan, we can help you every step of the way. Get in touch with us to schedule a meeting where we can go over your desires for your charitable giving, and get it taken care of right away so you donu2019t have a thing to worry about. We can be reached by dialing 212-464-7315 today.

222 views • 2 slides

Charitable Trust

If you are like most people, you like to donate money to one or more charities that are close to your heart.

221 views • 2 slides

More Related