Charitable Trust

Create a lasting impact through charitable giving

A charitable trust allows you to support the causes that matter most while incorporating charitable giving into your estate and legacy plan. Whether your goal is to benefit a favorite organization, create a lasting legacy, or explore potential tax advantages, our Trust team can help you develop a plan that reflects your values and long-term goals.

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Why consider a Charitable Trust?

A charitable trust may help you:

• Support charitable organizations and causes you care about
• Include charitable giving as part of your estate and legacy plan
• Create a lasting impact for future generations
• Explore potential estate, gift, or income tax planning benefits¹

Benefits of a Charitable Trust

• Supports the charitable causes you care about 
• Creates a lasting charitable legacy 
• May provide potential tax advantages¹
• Can provide income to you or your beneficiaries, depending on the trust 
• Allows assets to be distributed according to your wishes

Charitable Giving with purpose

Every family's goals are unique. Our Trust Officers work closely with you and your professional advisors to develop a charitable giving strategy that aligns with your financial objectives, personal values, and legacy planning goals.

Whether you're establishing a new charitable trust or incorporating charitable giving into an existing estate plan, we're here to provide experienced guidance every step of the way.

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¹Consult an attorney, tax preparer, or financial advisor regarding eligibility requirements and the legal or tax implications of a charitable trust.

Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by United Bank & Trust, and may be subject to investment risk, including possible loss of the principal amount invested.