The U.S. Charitable Gift Trust® is pleased to introduce to you Insights, a webpage of publications that provides donors with valuable information and facts as it relates to charitable, tax and wealth planning.

Current & Past Issues

Higher Gift and Lifetime Exemptions Offer Potential Opportunity While Available

Combine a Roth Conversion with a Charitable Giving Strategy

Pooled Income Funds Potentially Offer Benefits Beyond New Law Expanding IRA Charitable Rollover

Pooled Income Funds May Continue to be Advantageous in Risking Rate Environment

U.S. Legacy Income Trusts®

Make a contribution to our pooled income funds for a partial tax deduction, and receive a lifetime income stream for you and your beneficiaries.

Donor-Advised Funds

Make a fully tax deductible contribution, and give at your discretion for many years to come.