VICDOC Winter 2022 - Magazine - Page 82
THE HARPER
BERNAYS
CHARITABLE TRUST
THE HARPER
BERNAYS
CHARITABLE TRUST
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-
HAS DONATED OVER $4 MILLION,
TO MORE THAN 100 DIFFERENT
CHARITIES, ON BEHALF
OF DONORS.
HAS A TRACK RECORD OF SUPPORTING
FAMILIES IN THEIR CHARITABLE
GIVING AND PHILANTHROPIC
ACTIVITIES FOR ALMOST
TWENTY YEARS.
HOW THE HARPER BERNAYS CHARITABLE TRUST WORKS
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With even a modest amount of capital it is
possible to establish a sub account that will
invest your tax-deductible contribution in a
tax-exempt vehicle. Establishing a named
sub-fund in the Harper Bernays Charitable
Trust, allows donors to structure their
giving, without the administrative burden
and cost of managing your own private
foundation, allowing donors to focus their
time and energies on what matters most to
them – their preferred recipient charities.
Below is an illustration of how structured
giving through a vehicle like the Harper
Bernays Charitable Trust (HBCT) works:
GIFT
Donor makes tax deductable gift to the HBCT.
HARPER BERNAYS CHARITABLE TRUST
Controlled by the trustees and managed by Harper Bernays. Take care of all
governance, administrative requirements, investing.
ANNUAL DISTRIBUTION
Donors give preferences to Trustees each year on their preferred charities to support.
CHARITY 1
82
AMA VI C TO RIA
CHARITY 2
CHARITY 3