Successful people often support positive change throughout their life. Many continue giving even after they leave the world. The Foundation for Humanity has created a unique team of legal, trust and estate planning professionals to assist our friends and fellows in the techniques of maturely achieving philanthropic goals while balancing personal living requirements. You are invited to draw upon their considerable experience and know-how to maximize your own philanthropic endeavors safely.

Bringing decades of experience in every form of private trust planning, tax planning, asset management and chartable gifting strategies, the Foundation can arrange a comprehensive evaluation session for you to explore how you can most effectively support yourself and the Foundation's future endowment. There is no cost for this evaluation session.

Here is an example of what you might learn. A private charitable remainder trust can be established by a donor as an irrevocable structure. Income generating assets are assigned to the trust and the donor is named the trust's income beneficiary. When the trust is first established, the donor can claim a charitable tax deduction that year. Generally speaking, the donor will not pay any immediate capital gains tax either when the trust disposes of an appreciated asset and purchases other property as it diversifies its portfolio of property.

The Foundation Friend, Fellow or Founder's Circle member can continue to receive during his or her life (and the life of the spouse) all the income of the charitable remainder trust. At the end of the trust term (which can be based on lives or a term of years), the Foundation can receive into its Endowment whatever amount is left in the trust. Such arrangements are typically part of an integrated retirement plan that may include a living trust with estate plan and will. National Public Radio, Harvard University and other institutions have created endowments employing similar strategies. The Foundation's team of legal and estate planning professionals have years of trust planning experience. Any philanthropic trust arrangements will be consistent with the laws of the domain where you reside.

If you would like additional information about our Charitable Gifting Program or wish to arrange a free consultation with our specialists, please contact Rennie Davis.