Charitable Trusts

Hard-earned assets are worth protecting and various charitable strategies can safeguard family assets while providing security for loved ones and your favorite charities, like APsaA. Consider having a conversation with your advisors about whether a charitable trust is right for you. Here are two examples:

Charitable Remainder Trust

A charitable remainder trust allows you to provide income distributions for yourself or others while making a gift of the remaining assets to APsaA when the trust ends. The income distributions may continue for the lifetimes of the beneficiaries, a fixed term of not more than 20 years, or a possible combination of the two.

Charitable Lead Trust

Annual gifts of income are first made to APsaA and when the charitable lead trust ends, the remaining assets are distributed to you or your beneficiaries.

For questions about making a gift to APsaA, contact Tom Newman at (212) 752-0450 or tnewman@apsa.org

Thank you for your charitable gift to APsaA, a 501(c)(3) nonprofit organization. Contributions are tax deductible to the fullest extent of the law. The information on this site is for educational purposes only and not to be considered legal advice. Please consult your professional advisors when making decisions.