Home Wealth Management Charitable Giving With Non-Charitable Trusts

Charitable Giving With Non-Charitable Trusts

Charitable Giving With Non-Charitable Trusts


Prosperous shoppers sometimes accumulate a lot of their wealth in trusts designed primarily to learn relations. If these shoppers are philanthropically inclined, they could wish to faucet into the household’s non-charitable trusts for charitable giving.

Particularly, this system will handle:

  • make the most of present irrevocable belief belongings for desired or compulsory presents to charity both: (i) instantly from the belief, (ii) via an entity like a partnership, or (ii) by distributing to a person beneficiary who then donates to charity.
  • draft new trusts to advertise flexibility for future household philanthropy.

Sponsored by



CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Kim Kamin

Associate & Chief Wealth Strategist

Gresham Companions LLC


Carl Fiore

Managing Director

Andersen US Nationwide Tax


Susan Lipp – Moderator

Editor in Chief

Trusts & Estates





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