If you have built a sizable estate, making a legacy gift through a Charitable Trust may allow you to give more than you thought possible. Trust can help you make the most of your existing assets and resources, while also providing tangible financial benefits for you and your family – today and in the future.
You can make a gift of assets to a charitable remainder trust and receive income for yourself and/or loved ones in return. The remaining assets would go to Thompson Island Outward Bound.
Savings in income and capital gains tax may result. Contact your estate planning advisor.
By establishing a charitable lead trust you can provide income for Thompson Island Outward Bound for a period of time, with the balance passing to your heirs.
This gift allows you to create an impact now at Thompson Island Outward Bound. Contact your estate planning advisor.
We would welcome a conversation with you about how you can benefit Thompson Island Outward Bound as well as your heirs. Please contact Hilary Lucier at 617.852.8571 or [email protected].
Please note that Thompson Island Outward Bound cannot provide legal, tax, or financial advice. We recommend you contact your attorneys or other professional advisors when considering changes to your estate plan.