Dunham Trust Company Building Relationships That Last Generations
Charitable Giving

Our senior trust officers bring you expertise with all forms of charitable giving and can help you tailor a plan that’s right for you, your family and the charities you want to support. Dunham Trust Company offers you Charitable Remainder Trusts (CRT) with options including Charitable Remainder Annuity Trusts (CRAT) and Charitable Remainder Unitrusts (CRUT) Private Foundations and Endowments, and Life Insurance Trusts.

Standard Services Include:
  • Calculation of estimated federal income tax deduction
  • Calculations of estimated first-year income stream
  • Partnership with foundation source
  • Back office administration
  • Compliance
  • State and federal filings
  • Distribution of immediate income for you and/or your beneficiaries
  • Flexible investment management options

The information above is general in nature and not intended as legal or tax advice. Please consult with your tax professional or attorney regarding guidance for your individual circumstances. Dunham Trust Company recommends you authorize our senior trust officers to work in tandem with your trusted financial professionals.

Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.

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