eBook - Charitable Pooled Trust

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A WaterStone Charitable Pooled Trust offers astounding benefits to givers including a significantly higher charitable deduction than other income gifts. It also provides an immediate tax deduction, pools the contributions of many and invests them collectively, and generates variable income for life to the giver.

In this eBook, you will learn:

  • The benefits of a Charitable Pooled Trust.
  • Why a Charitable Pooled Trust offers historically high tax deductions.
  • How a Charitable Pooled Trust compares to a Charitable Remainder Trust.
  • The action steps you can take to establish a WaterStone Charitable Pooled Trust.

Complete the form below to download your copy of “Charitable Pooled Trust” today.