First Business

Charitable Trust Services

If you are currently making regular gifts to favorite charities you may wish to continue to further the work of these organizations by including a charitable trust in your estate plan. First Business Trust & Investments is available to act as the corporate trustee on a wide variety of charitable trusts including:

  • Charitable Remainder Trusts (CRATs/CRUTs)
  • Charitable Lead Trusts (CLATs/CLUTs)
  • Private Foundations

As trustee, First Business provides regular trust accountings to all interested parties, prepares the fiduciary tax returns, invests and rebalances the underlying investment portfolio, makes discretionary distributions, performs a cash flow analysis for additional contributions and provides income tax charitable deduction calculations as needed.

If your charitable trust is funded with “hard to value” assets, we can arrange for appropriate valuation and sale to help you realign your investment portfolio to provide diversification of assets and increased cash flow to income beneficiaries.

We would be pleased to work with your accountant and attorney to determine how First Business Trust & Investments can best be of assistance in designing and administering a customized plan that maximizes the financial benefit to you, your family, and the charities you care most deeply about. 

Contact us to discuss your unique charitable purpose trust: (608) 218-8000 (Madison), (262) 792-1400 (Milwaukee), (920) 734-1800 (Appleton), (920) 231-2400 (Oshkosh), or (920) 435-5442 (Green Bay).

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