Charitable Planning

Helping you help your community

Our clients often wish to include charitable planning as they plan their estates, perhaps to create a legacy and/or to take advantage of tax benefits.

Regardless of your goals, NHTrust staff will work with you – and local organizations such as the New Hampshire Charitable Foundation – to manage your charitable concerns and assist with:

• Outright gifts of cash or appreciated securities
• Bequests in your will or trust
• Naming charitable beneficiaries on retirement assets or life insurance policies
• Donor-advised funds
• Charitable remainder trusts
• Charitable gift annuities
• Charitable lead trusts

We will work with you and your tax and legal advisors to evaluate whether these strategies are a good fit for your tax situation and your charitable giving goals.