Legacy Giving Trust

Directing Wealth Toward Meaning

A customized trust that directs assets toward charitable, educational, artistic, or spiritual goals as part of a broader legacy plan. Highly individual — usually built around the specific causes and institutions someone has actually been involved with during their lifetime.

What it is

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.

Why people use them

support causes they care about
preserve personal values
create ongoing charitable impact
align estate planning with life purpose

Biggest myth

“Estate planning is only about passing wealth to heirs.”

For many people, legacy also includes contribution, service, creativity, education, healing, and community impact.

Who this trust is good for

Philanthropic individuals
Artists
Spiritual communities
Entrepreneurs
Families with mission-oriented values
Legacy-minded planners

The Deeper Idea

A Legacy Giving Trust is the slow-burn version of generosity — the work, the causes, the support that should keep moving through the world after you’re no longer here to keep it going.

Conversations We’re Having About This Trust

“What is legacy really?”

“Estate planning beyond inheritance.”

“Can trusts support causes and communities long term?”

“The relationship between wealth and purpose.”

Charitable Remainder Trust (CRT)

Income Now, Impact Later

VI.2

Charitable Lead Trust (CLT)

Giving First

VI.3

Family Foundation Structures

Institutionalizing Values

VI.4

Donor-Advised Fund Strategies

Modern Philanthropy

Browse All Eight Categories

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 Consultation

Prefer to talk first? Call us at (215) 967-7890.