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Advised Donors

Offering Brochure Download icon Download
How to Set Up a U.S. Legacy Income Trust in 4 Steps Download icon Download
U.S. Legacy Income Trusts Information Statement Advised Donor Download icon Download
U.S. Legacy Income Trusts Application Advised Donor Download icon Download
Instructions for Distributions Download icon Download
Fact Sheet Download icon Download

Self-Directed Donors

Offering Brochure Download icon Download
How to Set Up a U.S. Legacy Income Trust in 4 Steps Download icon Download
U.S. Legacy Income Trusts Information Statement Self-Directed Donor Download icon Download
U.S. Legacy Income Trusts Application Self-Directed Donor Download icon Download
Instructions for Distributions Download icon Download
Fact Sheet Download icon Download

Potential Applications

Diversifying concentrated stock positions - Case Study #1 - Florida resident Download icon Download
Diversifying concentrated stock positions - Case Study #2 - California resident Download icon Download
Establishing a legacy of charitable giving Download icon Download
Securing income for retirement Download icon Download
Transferring wealth to future generations Download icon Download
Take Advantage of Higher Gift and Estate Tax Exemption Download icon Download

Flyers

U.S. Legacy Income Trusts Charitable Income Tax Deduction Table Download icon Download
U.S. Legacy Income Trusts State and Local Tax Treatment of Charitable Contributions Download icon Download
U.S. Legacy Income Trusts Comparing Split-Interest Vehicles Download icon Download
U.S. Legacy Income Trusts Take Advantage of Higher Gift and Estate Tax Exemption Download icon Download
U.S. Legacy Income Trusts Investment Overview Download icon Download
Incorporating U.S. Legacy Income Trusts with an Irrevocable Life Insurance Trust Download icon Download

Reports

Legacy Income Common Trust Fund Financial Statement and Auditors' Report Download icon Download