Wealth Management

Charitable Trust

Help others as well as yourself and your family

With a Charitable Trust from the MBT Wealth Management Group, you can make a current contribution to a charity and defer or minimize taxes, allowing you and your family to obtain numerous benefits depending on your situation and goals. 

Features and Benefits

  • Possible current tax deduction.
  • Increase current income stream.
  • Reduce taxable value of your estate, maximizing benefit to your heirs.
  • Make a charitable gift today that was planned for the future.
  • Reduce investment risk by liquidating overconcentrated assets and reinvesting.
  • Potential savings on capital gains tax.
  • Guarantee your heirs receive the full value of your planned bequest.  


The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals.
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