Charitable Giving Trusts -
Giving Plans that Make a Difference

People create trusts for a number of reasons.

• Peace of mind

• Relief from the responsibilities of protecting and managing assets

• Planning for contingencies

• Arranging for Charitable Giving

The professionals at GTRUST understand your desire to create a legacy for the benefit of others. Perhaps it is your dream to benefit young people by creating a scholarship fund. Or your greatest desire may be to support your favorite health charity or community service agency. Music, art, or dance may hold special significance for you.

Whatever your heart's desire, our team has the requisite proficiency to bring a heightened level of financial security to the management of your charitable giving assets.

The legacy you create today will be remembered for generations.

GTRUST will be your partner in giving. Wealth is relative when it comes to the joy of giving. You do not have to be rich to experience the privilege of philanthropy.

• We will help you fully explore your charitable options to determine where your passion lies in serving your community.

• We are expertly prepared to advise you on the best way to fund the giving plan of your dreams in a manner that is beneficial to you, as well.

• We will partner with you to create your legacy and provide professional asset management to maintain your giving far into the future.

• We will serve as your advocate to ensure your giving dollars are distributed exactly as you intend.

A charitable trust is created for purposes that support not-for-profit entities as defined by law. The following purposes qualify as legitimate beneficiaries of charitable giving:

Relief of Poverty

Advancement of Education

Promotion of Religion

Improvement of Health

Promotion of Government Purposes

Enhancement of Other Purposes Beneficial to the Community

Charitable trusts are favored by law and are accorded special privileges including, but not limited to, income tax benefits and the avoidance of capital gains.

When it comes to serving as Trustee for your legacy, we are caring experts. Our staff has decades of experience in Charitable Trust design with the requisite investment proficiency to create and maintain your charitable giving success far into the future.

We also have the life experience to understand that our most important job is to steward your wishes and help you fulfill the dream you created for your community. We take particular pride in our high-quality Charitable Trust services and the profound sense of duty inherent in our team.