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Advised Donors

Offering Brochure Download
How to Set Up a U.S. Legacy Income Trust in 4 Steps Download
Information Statement Download
Application Download
Instructions for Distributions Download
Fact Sheet Download

Self-Directed Donors

Offering Brochure Download
How to Set Up a U.S. Legacy Income Trust in 4 Steps Download
Information Statement Download
Application Download
Instructions for Distributions Download
Fact Sheet Download

Potential Applications

Diversifying concentrated stock positions - Case Study #1 - Florida resident Download
Diversifying concentrated stock positions - Case Study #2 - California resident Download
Establishing a legacy of charitable giving Download
Securing income for retirement Download
Transferring wealth to future generations Download
Take Advantage of Higher Gift and Estate Tax Exemption Download

Comparisons to Other Planned-Giving Instruments

Comparison vs. aged pooled income funds Download
Comparison vs. charitable remainder unitrusts Download
Comparison vs. charitable remainder annuity trusts Download
Comparison vs. charitable gift annuities Download