Charitable Remainder Trusts

Legacy Charitable Remainder Uni-Trusts (CRUT) are free of charge to set up. If you choose, you may hire a lawyer to
draft your own trust document. The major difference between a Legacy CRUT document and CRUT documents drafted
by other lawyers is the beneficiary and co-trustee. With a Legacy CRUT the charitable beneficiary and co-trustee are
irrevocably Legacy. The beneficiary is your Family Foundation at Legacy.

Donor-Advised Funds

Instead of writing checks directly to charities or dealing with the complexities of a private foundation, you can experience a simpler, smarter way to support your favorite causes and multiply your impact.

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