charitable trust, charitable remainder trust, develop and implement strategies, Donor-advised funds

Charitable Trusts

Philanthropy is often an important aspect of wealth planning. Your SunTrust Private Wealth Management advisor can help you develop and implement strategies that take advantage of tax benefits while supporting the causes you care about.

If philanthropy is a value you wish to pass on to future generations, we can also work with you to educate and involve your family in your charitable endeavors.

There are several ways to formalize your charitable giving, including:

  • Donor-advised funds are a relatively simple and cost-effective vehicle for granting funds to charities, educational institutions and other nonprofit organizations.
  • Charitable remainder trusts allow you to gift assets to a charitable organization—and receive the tax benefit—while still collecting income on those assets during your lifetime.
  • Charitable lead trusts are essentially the inverse of charitable remainder trusts, with the income generated by the trust going to charitable organizations. When you pass away, the assets in the trust go to your heirs.
  • Private foundations can be set up as non-operating foundations that make grants to other organizations. While generally more expensive to operate, they may offer more flexibility than charitable trusts.
Your Private Wealth Management advisor can help you structure a giving plan that makes the most sense for your objectives and circumstances.

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