Maximize your tax benefits while supporting the issues and organizations you care about for many generations to come.
This irrevocable transfer of cash or assets is managed by a trustee who pays income to you or other beneficiaries.
These trusts allow you to make grants immediately while providing for the eventual transfer of wealth to your heirs at greatly reduced gift and estate tax rates.
Our Philanthropic Services team will guide you through the giving process.
Call us at (206) 515-2111 or contact us