This trust allows you to receive up front tax deductions for future charitable gifts.

• Select a time period (typically 10 years, 20 years, or lifetime)
• Move non-qualified money into this trust (in-kind transfer)
• This asset will be continued to be managed by you as trustee
• The trust gives charity a percentage of the initial value each year (typically 5%)
• Receive a present value charitable deduction for the future gifts
• At the end of the trust period, the assets will come back into your non-qualified account or can be used for estate planning purposes and given to an irrevocable family trust