Charitable Trust Planning With Purpose

Give Strategically. Preserve Generational Wealth.

Charitable giving can be about more than generosity—it can also be a powerful financial tool. At G.W. Sherwold Associates, we help clients incorporate charitable trusts into their long-term wealth strategy, aligning their values with their financial goals.



Whether you want to support a cause, reduce tax liability, or establish a lasting legacy, we offer clear, experienced guidance to help you give wisely and effectively.

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Aligning Philanthropy With Financial Strategy

Charitable trusts are about intent and impact. We work with you and your legal counsel to explore strategies that benefit both the charities you care about and the people closest to you.

Our role is to help you structure your giving in a way that’s financially sound, tax-efficient, and deeply meaningful.

Charitable Remainder Trusts

Create income for yourself or others now while benefiting a charity later.

Charitable Lead Trusts

Provide support to a charity during your lifetime, with assets eventually passing to heirs.

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Tax Planning

Reduce estate, income, and capital gains taxes through strategic charitable structures.

Legacy Design

Build a long-term giving plan that reflects your values and strengthens your estate.

FAQ

  • What is a charitable trust?

    A charitable trust is a legal arrangement that allows you to donate assets to a nonprofit organization while receiving potential tax and income benefits.

  • What’s the difference between a charitable remainder trust and a charitable lead trust?

    A charitable remainder trust provides income to individuals first, with the remainder going to charity. A charitable lead trust does the reverse—giving to charity first, then transferring assets to heirs.

  • Can I use a charitable trust to reduce estate taxes?

    Yes. Properly structured charitable trusts can reduce the taxable value of your estate while fulfilling your philanthropic goals.

  • Is a charitable trust right for me?

    If you want to support a cause you care about and optimize your estate or income tax strategy, a charitable trust may be a good fit. We’ll help you explore your options.

  • Do I need to choose a charity right away?

    Not always. Some trust structures allow for flexibility in designating charities, giving you time to decide or modify your selections.