A charitable trust holds assets and distributes them to charities. When you establish the trust you can specify how it will manage and invest its assets, as well as how it will make donations. There ...

The ruling hinges on the corporation and trust being treated as a single entity and meeting other requirements under Regs.

It is not unusual for a tax adviser to suggest that a client involved in estate tax planning leave some assets to a char­ity. Clients who would like to see their charitable endeavors perpetuated are ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Why consider looking for forms on the Web? Trusts and estates practitioners all have (or should have) carefully crafted office forms and drafting systems and a library full of form books and forms ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

The charitable donation tax deduction lets you write off qualified gifts to nonprofit organizations, but there are rules to ...