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Charitable Income Trust Program

A Smarter Way to Align Taxes, Income, and Charitable Giving

A planning strategy designed to help professional fundraisers engage with certain donors in a new way that will help drive new, significant gifts. This happens by showing those donors how to turn current tax liabilities into long-term income for themselves and a charitable impact now.

This strategy is ideal for:

  • High-income years
  • Those with significant tax exposures
  • A desire to support meaningful causes

The Charitable Income Trust (CIT) is a strategy designed to help donors and fundraisers align their respective priorities in a more structured and efficient way.

Join Us For Our Upcoming Webinar

Join Us For Our Upcoming Webinar

During this live session, we cover:

  • How a Charitable Income Trust works
  • When this type of strategy may be appropriate
  • A simplified real-world example
  • Common questions and considerations

Want a deeper explanation?

Download a short overview of the strategy, including an example of how it works.

Download CIT Overview PDF

Have a Specific Question?

Submit a question and a member of our team will follow up with you directly.

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Start A Conversation

If you’re curious about how this strategy might apply to your situation—or to someone you work with—we’re happy to help. You can schedule a brief conversation to learn more here.

Schedule Consultation