The Charitable Lead Trust
Contribute monies into Strategy 4. Receive a deduction that can be used to offset an IRA to ROTH conversation. Money is distributed every year to a charity of your choice. After the term has been fulfilled, Strategy 4 will provide remaining assets to the client or elected beneficiaries.
The Charitable Remainder Trust
This is the inverse of a Strategy 4. An individual provides a portion of assets to Strategy 5 and receives a tax deduction. Recurring distributions are received as income to the client. Strategy 5 uses a tax exempt entity to sell appreciated assets – to avoid capital gains. After the term of Strategy 5 has been fulfilled, the remaining value goes to the charity of your choice.