Philanthropic Strategy

Giving That Unites Generations

For many families, philanthropy is the most powerful way to express shared values and engage the next generation in the stewardship of wealth. Extraordinary Trust helps you build giving structures that are strategic, tax-efficient, and deeply personal.

Philanthropic Structures We Administer:

• Private family foundations with governance and compliance oversight
• Donor-advised funds for flexible, tax-advantaged giving
• Charitable remainder trusts (CRTs) that provide income while supporting causes you care about
• Charitable lead trusts (CLTs) that reduce estate and gift taxes
• Endowment management for long-term institutional giving

We work alongside your legal and tax advisors to ensure every philanthropic strategy is fully integrated with your estate plan and aligned with your family's mission.