Charitable Distributions
Learn how charitable distributions work in estate planning. Discover potential tax benefits and ways to support causes while planning your legacy.
What are charitable distributions in estate planning?
Charitable distributions are planned gifts to qualified charitable organizations included as part of your estate plan. These distributions can be structured through various methods like charitable remainder trusts, direct bequests, or charitable gift annuities. They allow you to support causes important to you while potentially providing tax benefits to your estate and beneficiaries.
