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U.S. Legacy Income Trusts
Donor-Advised Fund and Pooled Income Funds
Legacy Income Trusts
Donor-Advised Funds
Resources
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U.S. Legacy Income Trusts
Donor-Advised Fund and Pooled Income Funds
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Overview
Currently Offered Trusts
Series 1 Trusts
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U.S. Legacy Income Trust I.2
U.S. Legacy Income Trust II.2
U.S. Legacy Income Trust III.2
U.S. Legacy Income Trust IV.2
U.S. Legacy Income Trust V.2
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U.S. Legacy Income Trust I
U.S. Legacy Income Trust II
U.S. Legacy Income Trust III
U.S. Legacy Income Trust IV
U.S. Legacy Income Trust V
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Overview
How the Donor-Advised Funds Work
How to Set Up a Donor-Advised Fund Account
Bequests and Estate Plan Gifts
Corporate Giving
Charitable Organizations
Donor-Advised Funds Literature and Forms
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Back
Back
Back
Back
Back
Back
Resources
Overview
Charitable Research
Insights
Board of Directors
U.S. Legacy Income Trust Literature and Forms
Questions and Answers
Tools
Charitable Income Tax Deduction Table
State and Local Tax Treatment of Charitable Contributions
Charitable Income Tax Deduction Comparison Calculator
Back
Overview
Charitable Research
Insights
Board of Directors
U.S. Legacy Income Trust Literature and Forms
Questions and Answers
Back
Charitable Income Tax Deduction Table
State and Local Tax Treatment of Charitable Contributions
Charitable Income Tax Deduction Comparison Calculator
Legacy Income Trusts
Donor-Advised Funds
Resources
Contact Us
Overview
Currently Offered Trusts
Series 1 Trusts
U.S. Legacy Income Trust I.2
U.S. Legacy Income Trust II.2
U.S. Legacy Income Trust III.2
U.S. Legacy Income Trust IV.2
U.S. Legacy Income Trust V.2
U.S. Legacy Income Trust I
U.S. Legacy Income Trust II
U.S. Legacy Income Trust III
U.S. Legacy Income Trust IV
U.S. Legacy Income Trust V
Overview
How the Donor-Advised Funds Work
How to Set Up a Donor-Advised Fund Account
Bequests and Estate Plan Gifts
Corporate Giving
Charitable Organizations
Donor-Advised Funds Literature and Forms
Overview
Charitable Research
Insights
Board of Directors
U.S. Legacy Income Trust Literature and Forms
Questions and Answers
Tools
Charitable Income Tax Deduction Table
State and Local Tax Treatment of Charitable Contributions
Charitable Income Tax Deduction Comparison Calculator
U.S. Legacy Income Trusts® Literature and Forms
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Advised Donors
Offering Brochure
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How to Set Up a U.S. Legacy Income Trust in 4 Steps
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Information Statement
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Application
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Instructions for Distributions
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Fact Sheet
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Self-Directed Donors
Offering Brochure
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How to Set Up a U.S. Legacy Income Trust in 4 Steps
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Information Statement
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Application
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Instructions for Distributions
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Fact Sheet
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Potential Applications
Diversifying concentrated stock positions - Case Study #1 - Florida resident
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Diversifying concentrated stock positions - Case Study #2 - California resident
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Establishing a legacy of charitable giving
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Securing income for retirement
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Transferring wealth to future generations
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Take Advantage of Higher Gift and Estate Tax Exemption
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Comparisons to Other Planned-Giving Instruments
Comparison vs. aged pooled income funds
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Comparison vs. charitable remainder unitrusts
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Comparison vs. charitable remainder annuity trusts
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Comparison vs. charitable gift annuities
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