Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Learn
Charitable lead trusts (CLTs) pay a prescribed amount to charity over a set period of time with the remainder either retained by the donor or given to a non-charitable beneficiary, usually a family member.

Apply
A CLT is a good option for those with a taxable estate that want to give to charity and leave an inheritance.

Achieve
Tax-efficient charitable giving and future wealth transfer.