Some trusts are not designed primarily to preserve wealth. They are designed to direct it toward meaning.
Charitable & Purpose Trusts sit at the intersection of legacy, philanthropy, tax strategy, values, and long-term impact. These structures allow individuals and families to support causes, communities, institutions, artistic work, education, healthcare, spiritual missions, or social change.
But the deeper question behind these trusts is often: "What do I want my wealth to do?" This category reframes charitable planning away from simple donation mechanics and toward intentional stewardship.
These trusts are often used by philanthropic families, business owners, highly appreciated asset holders, retirees, nonprofits, artists, and individuals thinking deeply about purpose and legacy.
Importantly, charitable planning is not only for the ultra-wealthy. Many people simply want structure, intentional giving, tax efficiency, and continuity around causes they care about.
Charitable Remainder Trust (CRT)
Income Now, Impact Later
A Charitable Remainder Trust is a trust that allows an individual to place assets into a trust, receive income from those assets for a period of time, and ultimately direct the remaining assets to charity.
Read the One-Sheet →VI.2Charitable Lead Trust (CLT)
Giving First
A Charitable Lead Trust is a trust that provides payments to charity for a specified period of time, after which remaining assets pass to family members or other beneficiaries.
Read the One-Sheet →VI.3Family Foundation Structures
Institutionalizing Values
Family Foundation Structures are legal and organizational entities designed to support charitable giving, philanthropic missions, and long-term family involvement in community or nonprofit work.
Read the One-Sheet →VI.4Donor-Advised Fund Strategies
Modern Philanthropy
A Donor-Advised Fund is a charitable giving account that allows individuals or families to contribute assets, receive potential tax benefits, and recommend grants to charities over time.
Read the One-Sheet →VI.5Legacy Giving Trust
Directing Wealth Toward Meaning
A Legacy Giving Trust is a customized trust structure designed to direct assets toward charitable, educational, artistic, spiritual, or mission-driven goals as part of a broader legacy plan. These trusts are often deeply personal and highly individualized.
Read the One-Sheet →Schedule a Complimentary 30-Minute Consultation
At Hurwitz.Law, we believe that thoughtful planning begins with a meaningful conversation.
We offer a private, 30-minute consultation—by phone or Zoom—for individuals and families considering estate planning, elder law, or trust administration services. This conversation allows us to understand your goals, answer your questions, and help determine whether our firm is the right fit for your needs.
Our firm is intentionally boutique. We work with a limited number of clients so that we can provide a high level of personal attention and care. If we’re not the right fit, we’ll do our best to point you in the right direction.
This consultation is not a sales pitch. It’s a conversation rooted in clarity, respect, and the belief that your time—and your legacy—deserve both.
Schedule a ConsultationPrefer to talk first? Call us at (215) 967-7890.