Charitable Trusts

A Charitable Trust is a legal trust that has a charitable beneficiary. They are particularly useful for assets that have appreciated in value and for managing capital gains and gift taxes.

Please choose the option that applies to you, and then read more about each below:

Charitable Remainder Trust:
I would like to create income stream for myself or another beneficiary

Charitable Lead Trust:
I would like to create income stream for Doctors Without Borders

Charitable Remainder Trust

In a Charitable Remainder Trust, MSF would receive the remainder after a beneficiary of the donors' choosing receives income for a period of time

What benefits are associated with Remainder Trusts?

• You would create additional income for you or other designated beneficiaries
• You would eliminate capital gains taxes by funding the trust with appreciated stock
• You would remove taxable assets from your estate
• You would receive immediate income tax charitable deductions
• You would provide long-term support of MSF's programs.

Charitable Lead Trust

In a Charitable Lead Trust, MSF receives the income for a period of time after which the assets are passed to the donor's beneficiary

What benefits are associated with Lead Trusts?

• You would create additional income for you or other designated beneficiaries
• You would pass on assets to heirs.
• You would receive immediate income tax charitable deductions
• You would provide long-term support of MSF's programs.

Please note that MSF cannot be assigned as your Trust's trustee. MSF encourages you to review these options with a tax-advisor and/or estate representative.

For additional information on Trusts as well as other planned giving options, please contact us at (212) 847-3149 or at plannedgiving@newyork.msf.org.