Charitable Vehicles & Trusts

Many of our clients wish to share their success by giving to various institutions. With any giving, one of the goals should be to optimize the value of gifts to the receiving part as well as the donor.

Trusts and other more sophisticated vehicles offer tremendous benefits but are often underutilized for planning. Audientis is sophisticated in the use of a variety of trusts, including: Family Foundations and Charitable Trusts which also include charitable remainder trusts (CRATs) and charitable lead trusts (CLATs).