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A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the trade-offs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.
Original Air Date: February 28, 2026
Read the Article: https://www.henssler.com/good-intentions-arent-enough-how-to-structure-a-charitable-legacy
By Henssler Financial5
1313 ratings
A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the trade-offs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.
Original Air Date: February 28, 2026
Read the Article: https://www.henssler.com/good-intentions-arent-enough-how-to-structure-a-charitable-legacy

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