A well-established plan made during your lifetime could help alleviate some of the negative impact taxes can have on assets that have grown significantly during your lifetime. A charitable bequest with a Donor-Advised Fund can benefit charities and help reduce your estate tax liability. If you are considering making a charitable gift at death, these estate planning tools can be extraordinarily useful. Before you make any changes to your estate plan, you should always consult your financial, legal and/or tax advisor.
Change the beneficiary designation for your assets. A Sample Language to Designate the U.S. Charitable Gift Trust as the Beneficiary of Assets is available here.
Keep original application and beneficiary designations with your estate documents and fax a copy of the application to the Administration.
To learn more, please contact Charitable Marketing at 800-836-2414.
Have concentrated stock, mature capital gains, or appreciated assets?
Get in touch to learn more about how the U.S. Charitable Gift Trust fits into your overall wealth planning strategy.
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