Charitable Planning

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.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured By Any Federal Government Agency

Meeting with NHTrust team is without obligation or cost.