Give Back to the Community. Your Way.

Is it important to you to give back to your community? Or help a specific non-profit that touched your life? Tri-Star will create a plan that will maximize the gifts you leave behind to these special organizations.

We offer technical advice on gift design and selection of the proper gift type for your intentions.
The following is a list of planning techniques that we have implemented for our clients:

• Will and Trust Bequests
• Beneficiary Designations on Life Insurance
• Beneficiary Designation and Qualified Charitable Distributions on Retirement Plans
• Gift Annuities
• Charitable Remainder Trusts such as CRT, CRUT, NIMCRUT, and Net Income
• Charitable Lead Trusts such as CLAT and CLUT
• Life Estate Gifts

We can also help you establish and manage an endowment, allowing you to establish your own charitable fund to continue doing good work – forever.

Would you like to know more about our charitable planning services? Contact us to set up an appointment.