For Individuals

Clients who are considering making a significant contribution to charity have a number of options that can be both financially and emotionally rewarding.

We carefully handle accounts of all sizes, which means, that whatever size your charitable trust you can count on our personal service. 

Sharon Heth can advise you on a variety of options to maximize your gifting impact and minimize your tax liability. We also offer:

▪   Personalized Education

   We meet with you and your advisors to explain the different charitable planning options available.  We follow up with you to ensure the gift plan you choose is set up properly prior to administration.

▪   Comprehensive Trust and Investment Management Services

   We can act as trustee and investment manager for your charitable trust. This includes preparing and filing all necessary tax forms and keeping abreast of all compliance issues.

For Charities

▪   Personalized Instruction

   Allen Trust Company can meet with your board members and donors to explain the benefits and complexities of the different types of planned giving options.

▪   Comprehensive Trust and Investment Management Services

   Allen Trust Company and Allen Capital Management are valuable resources to a number of charitable organizations. When administering charitable trusts, gift annuity programs, and endowment funds, we employ a rigorous, customized investment management approach.

▪   Foundation Source Philanthropic Services

   Allen Trust Company has partnered with Foundation Source Philanthropic Services, the nation's number one provider of support services for private foundations. Allen Trust Company can handle the money management and Foundation Source can handle "back-office" tasks for you, allowing donors, directors, staff and advisors to focus on charitable giving. Services can include administration, compliance monitoring, federal and state filings, and grants management.

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