A charitable trust is a legal entity that holds and manages assets on behalf of a charity or charities of your choice. Charitable trusts allow you to contribute to important causes while receiving immediate tax deductions, reducing estate taxes, and even providing income for yourself or your beneficiaries during your lifetime.

There are two primary types of charitable trusts:

Both structures can be tailored to fit your financial situation and charitable intentions.

Charitable trusts offer a unique blend of personal fulfillment, tax advantages, and financial planning benefits. Here’s why many of our clients choose to create charitable trusts:

At OMNI 360 Advisors, we ensure your charitable trust is designed to maximize these benefits while fitting seamlessly into your overall estate and financial plan.

Our multidisciplinary team of Certified Financial Planners®, CPAs, tax attorneys, and estate planning specialists works together to develop a customized charitable trust strategy that fits your goals and circumstances. Here’s how we support you:

We begin by learning about the causes you care most about and the legacy you want to create. Whether you wish to support education, healthcare, environmental causes, religious organizations, or community programs, we tailor your charitable trust to match your vision.

Our team conducts a full analysis of your financial situation, including your income needs, estate size, tax considerations, and future financial goals. This holistic view ensures your charitable giving complements your overall wealth management strategy.

We guide you through selecting the right type of charitable trust—CRT or CLT—and handle the drafting, documentation, and setup in collaboration with trusted legal partners. Proper structuring is essential for ensuring compliance with IRS requirements and optimizing your tax benefits.

Charitable trusts require proper management to stay compliant and effective. Our team provides ongoing administration services, including asset management, tax reporting, income distributions, and regular evaluations to ensure the trust continues to meet your goals.

Charitable trusts are a powerful tool, but they should fit into a larger estate and financial plan. At OMNI 360 Advisors, we ensure that your charitable trust coordinates with your wills, living trusts, retirement accounts, business interests, and other estate planning vehicles.

We help you choose and implement the best charitable trust structure for your needs:

Provides a fixed annual payment to you or your beneficiaries, with the remainder going to charity after the trust term ends. Ideal for those who prefer a predictable income stream.

Pays you or your beneficiaries a variable income based on a percentage of the trust’s annually determined value. Offers flexibility to grow with inflation and changing market conditions.

Pays a fixed income to a charitable organization for a specified period, with the remaining assets eventually transferring to your heirs, often at a reduced tax cost.

Pays a variable income to a charity based on a percentage of the trust’s value, with assets ultimately passing to your designated beneficiaries.

Our team will carefully walk you through the differences, advantages, and suitability of each option based on your philanthropic and financial objectives.

Charitable trusts offer several key tax benefits, including:

By strategically designing your charitable trust, OMNI 360 Advisors helps you unlock the full tax-saving potential while making a meaningful philanthropic impact.

While almost anyone with charitable goals can benefit, charitable trusts are especially powerful for:

If any of these situations apply to you, a charitable trust could be an essential part of your financial and estate planning strategy.

When it comes to building a charitable trust, experience, precision, and a holistic approach matter. Here’s why clients trust OMNI 360 Advisors:

At OMNI 360 Advisors, we believe charitable giving is one of the most profound expressions of personal values. We are honored to help you craft a philanthropic plan that not only benefits the world but also brings lasting rewards to you and your loved ones.

Ready to align your wealth with your values? OMNI 360 Advisors is here to help you design a charitable trust that supports your favorite causes, benefits your family, and optimizes your financial future.

Contact us today at (609) 452-0889 to schedule a consultation and begin building your charitable legacy with confidence.

How we do business – ADV Part 3 – CRS (Please see attached document)

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