Charitable Giving
Strategic philanthropy that amplifies your impact and creates lasting legacies
Purposeful Philanthropy
For many of the families we serve, charitable giving is among the most meaningful expressions of their values and legacy. At BlackRock Trust, we help families transform their philanthropic aspirations into structured, impactful giving strategies that benefit both their communities and their tax profiles.
Whether you are establishing a donor-advised fund, creating a private foundation, or structuring charitable trusts, our team provides the strategic guidance and administrative support needed to ensure your philanthropy achieves its intended purpose — today and for generations to come.
Strategic Impact
Develop a philanthropic strategy that reflects your family's values and maximizes community impact.
Tax Efficiency
Structure giving to optimize income, estate, and capital gains tax benefits for your family.
Family Engagement
Engage multiple generations in purposeful giving that builds family unity and shared values.
Perpetual Legacy
Create giving structures designed to sustain your family's philanthropic impact in perpetuity.
Charitable Giving Strategies
Flexible vehicles designed to match your philanthropic goals and financial objectives.
Donor-Advised Funds
A cost-effective and flexible alternative to private foundations, donor-advised funds allow you to make charitable contributions, receive immediate tax deductions, and recommend grants to qualified charities over time.
Private Foundations
For families seeking maximum control and a permanent charitable vehicle, private foundations offer the ability to establish a dedicated philanthropic entity with its own governance, investment policy, and granting program.
Charitable Remainder Trusts
CRTs provide income to you or your beneficiaries for a period of years or life, with the remainder passing to charity. This strategy can generate immediate tax deductions while diversifying appreciated assets.
Charitable Lead Trusts
CLTs pay income to charity for a set term, with the remaining assets returning to your family. This approach can reduce estate and gift taxes while supporting causes you care about during your lifetime.
Impact Investing
Align your investment portfolio with your values through impact investing strategies that seek both financial returns and measurable social or environmental benefit.
Philanthropic Advisory
Our philanthropic advisory team provides strategic guidance on grant-making, impact assessment, family philanthropy education, and community engagement initiatives.
Our Philanthropic Planning Process
A thoughtful approach to building a charitable strategy that reflects your values and vision.
Values Discovery
We explore your family's values, philanthropic passions, and vision for community impact to define your giving purpose.
Strategy Design
Our team designs a charitable strategy that integrates with your overall wealth plan, selecting the most appropriate giving vehicles and tax approaches.
Vehicle Implementation
We establish the chosen charitable vehicles — whether donor-advised funds, foundations, or trusts — with careful attention to governance and compliance.
Ongoing Stewardship
We provide ongoing administration, investment management, grant-making support, and impact reporting to ensure your philanthropy thrives.
Amplify Your Philanthropic Impact
Discover how strategic charitable giving can create a lasting legacy that reflects your family's values.
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