Charitable Trusts

Charitable Trusts are great tools to help design your planned giving.  Everyone has a different situation, different assets, different financial needs, and different charitable giving goals.  For these reasons, Crewe Foundation Services can help you determine and design the perfect plan for you and your family.

Our foundation specialists have decades of experience in designing and crafting charitable gifts and endowments.  Let us custom-design your plan to fit your situation and goals.  We will help from concept and creation to ongoing administration to maximize your benefits and to help you make the biggest impact with your gift.

Ready to Open Your Charitable Trust Account?

Charitable Remainder Trusts

A charitable remainder trust (CRT) is an irrevocable trust that is designed to provide an income stream for you and/or your spouse for a term of years or your lifetime. After the term of years or upon the death of the last beneficiary, the remainder of the trust transfers to your favorite charity or your foundation. A CRT can provide the following benefits:

  • Income for You and/or Your Spouse During Your Lifetime
  • Can be Funded with Appreciated Assets
  • Receive a Partial Income Tax Deduction
  • Reduce or Bypass Capital Gains Tax 
  • Reduce or Bypass Estate Tax
  • Fund your DAF or Private Foundation After Your Death

Charitable Lead Trusts

A charitable lead trust (CLT) is an irrevocable trust that works inversely to a charitable remainder trust.  Instead of providing an income stream to the beneficiaries, a CLT provides an income stream to one or more charities, or your own DAF or foundation, for a term of years.  The remaining assets are transferred to family members or other beneficiaries at the end of the trust term. CLTs can provide the following benefits:

  • Provides Income Tax Deductions
  • Creates Gift Tax Savings on Transferred Assets
  • Reduce or Bypass Estate Taxes 
  • Fund your DAF or Foundation Now Instead of After Death

Both CRTs and CLTs come in multiple variations to fit your goals that should be considered as you plan your gift.  We will help identify which type of trust will best create the charitable, financial, and estate benefits that you are seeking to accomplish. Let our experienced staff design and illustrate the right plan for you.  Click below to request a custom illustration.

Open a New DAF Account

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Please download, complete, and return the following forms:

The above documents will also be forwarded to you by email.  Please return signed forms via email to or by fax to (801) 563-1971.

You will be contacted by a Crewe Foundation Specialist when your new account has been created and is ready for funding.