If you are interested in providing for a meaningful stewardship of your assets in the future, consider a TPF Charitable Remainder Trust. Receive ongoing income for the rest of your life, then start your legacy afterwards by potentially including income for your children or designated heirs. These lasting legacies aren’t just available for the very wealthy. Our initial funding requirement of $50,000 is substantially less than that of many commercial institutions.
* Some restrictions may apply. Please contact your Ministry Services Administrator for details.
Meet with an attorney to draft a trust.
Donate assets to the trust.
Trust pays donors.
Upon the end of your life, the remaining balance of your gift transfers to named charitable organization(s).
Note: Trust documents must always be drawn up by an attorney. Visit our Resources section to learn more.