Marine Corps Scholarship Foundation

Honoring Marines by educating their children

Giving Through a Charitable Trust

There are many ways to set up a charitable trust.  Some allow you to make an immediate commitment of the funds and take advantage of a possible tax deduction while still maintaining an income stream from the assets in the trust.  With others, the charitable organization benefits from the income for a given period of time, after which the principal reverts to the donor or heirs. Charitable trusts are often used to convey highly appreciated securities, which would incur a significant capital gains tax if sold.

 

Some Reasons to Consider a Charitable Trust

  • You have highly appreciated securities, which would incur significant capital gains taxes.
  • You want to make your gift now, but continue to receive income from the principal.
  • You want to make your gift now, but preserve the principal for your heirs.
  • You will benefit from the immediate tax deduction that an irrevocable trust can provide.
  • You have a complex portfolio of assets to distribute.
  • Your estate may be able to pass to your heirs without probate.

To discuss your Charitable Trust options in greater depth, please click here or call 703-549-0060 to consult Lindsay Cameron, with the Marine Corps Scholarship Foundation Planned Giving Coordinator.

Contact the Rockmore Society

 

 

Planned Giving Testimonial

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Neither the United States Marine Corps nor any other component of the Department of Defense has approved, endorsed or authorized this activity. No Federal or United State Marine Corps endorsement intended.

Marine Corps Scholarship Foundation
909 N. Washington Street, Suite 400
Alexandria, VA  22314
Tel: +1703.549.0060  Fax: +1703.549.9474

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