Philanthropy & Non-Profit Trusts
Give with purpose and tax efficiency. From charitable trusts that pay you income for life to family foundations and perpetual endowments, we help you choose and establish the structure that turns your generosity into a lasting legacy.
Request a ConsultationTwenty Ways to Structure Your Giving
There is no one-size-fits-all charitable vehicle. The right choice depends on whether you want lifetime income, family control, immediate deductions, perpetual impact, or a blend. Below are twenty proven structures, grouped by how they work. Select any one to learn more.
🤝 Split-Interest Trusts
You and your charity share the same gift — you (or your heirs) receive an income stream, and the charity receives the rest.
Charitable Remainder Annuity Trust (CRAT)
Fixed lifetime income to you, the remainder to charity — with an upfront deduction.
Learn more →Charitable Remainder Unitrust (CRUT)
Income that grows with the assets, the remainder to charity — and you can keep adding to it.
Learn more →Charitable Lead Annuity Trust (CLAT)
Charity is paid first for a term, then the remainder passes to your heirs — often tax-free.
Learn more →Charitable Lead Unitrust (CLUT)
A charitable lead trust whose annual gift to charity grows with the assets.
Learn more →Pooled Income Fund
Many donors contribute to one fund and share the income for life; their shares go to charity.
Learn more →Charitable Gift Annuity
A simple contract: give assets to a charity in exchange for fixed payments for life.
Learn more →Charitable Bargain Sale
Sell an appreciated asset to a charity below market value — the discount is your gift.
Learn more →🏛️ Foundations & Grantmaking Entities
Standing organizations that hold charitable assets and direct grants — from family-controlled foundations to donor-advised funds.
Private Non-Operating Foundation
A family-controlled 501(c)(3) that makes grants to other charities — a permanent legacy.
Learn more →Private Operating Foundation
A foundation that runs its own charitable programs rather than just writing grants.
Learn more →Public Charity (501(c)(3))
The classic broadly-supported nonprofit — best deduction limits, lightest excise burden.
Learn more →Supporting Organization (509(a)(3))
A charity organized to support one or more named public charities.
Learn more →Donor-Advised Fund (DAF)
Contribute now, take the deduction now, and recommend grants over time.
Learn more →Community Foundation Fund
A named fund at a regional foundation — designated, field-of-interest, or scholarship.
Learn more →🌱 Pooled, Sponsored & Hybrid Vehicles
Flexible and collaborative structures for launching projects, giving together, or blending charitable purpose with investment.
Fiscal Sponsorship Vehicle
An established nonprofit extends its tax-exempt status to your charitable project.
Learn more →Giving Circle / Collective Fund
Members pool contributions and decide grants together — democratized philanthropy.
Learn more →Family Philanthropy LLC
A flexible LLC for giving, impact investing, and advocacy under family control.
Learn more →L3C (Low-Profit Limited Liability Company)
A mission-first hybrid designed to attract foundation program-related investments.
Learn more →♾️ Endowment & Purpose Trusts
Permanent funds that preserve principal and give in perpetuity — for institutions, scholarships, and protected land.
Perpetual Endowment Trust
Preserve the principal forever and spend only the income — a self-sustaining fund.
Learn more →Scholarship Endowment Trust
An endowed fund that pays educational awards under criteria you define — forever.
Learn more →Conservation / Land Trust
Permanently protect land or place a conservation easement — with a charitable deduction.
Learn more →Request a Philanthropic Trust Consultation
Tell us how you'd like to give and we'll help you compare these structures, model the tax impact, and establish the right one. No obligation.
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