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Charitable Giving With Non-Charitable Trusts

Ideas to discuss with philanthropically inclined clients.

Affluent families usually accumulate much of their wealth in trusts.1 These trusts may include charitable trusts, namely either private foundations (PFs) structured as trusts or split-interest trusts (that is, charitable lead trusts and charitable remainder trusts). Typically, however, the vast majority of a family’s wealth will be held in trusts that were designed primarily to benefit individual family members and their descendants. This poses an interesting challenge for


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TAGS: Philanthropy
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