Trust Registration

Trust registration is the first step in establishing a legal entity for charitable purposes. With proper compliance, you can enjoy the benefits of tax exemptions and more.

  • Minimum of two persons
  • Compliance with Indian Trusts Act, 1882
  • Objectives aligned with Indian laws and regulations..

Contact Us

Your Trust Registration with NGOExperts

We have simplified the process for you and can be done online with NGOExperts in 3 simple steps:

First, we'll have a consultation with you to assess your NGO's needs & determine which services are necessary.

Step 1

Next, we'll guide you through the paperwork & legal requirements needed to register your organization.

Step 2

We'll work with you to ensure that your NGO is in compliance with all applicable laws & regulations, & ready to make an impact.

Step 3

Introduction

Trust registration is an essential process for establishing a trust entity, whether it be a traditional trust, family trust, charitable trust, or any other form of trust structure. A trust is a legal entity created to hold, manage & protect assets for the benefit of one or more beneficiaries.

Trust registration process involves drafting the trust deed, filing necessary documents with the appropriate regulatory authorities & achieving compliance with tax laws. Trust registration also comes with certain legal & tax benefits, including asset protection, tax savings, & estate planning.

The registration process can be complex & requires expert guidance to navigate successfully. Professional guidance is essential when it comes to drafting a trust deed & selecting the right trust structure that suits the needs & objectives of the parties involved. Let our team of experienced & knowledgeable professionals provide you with exceptional guidance & support, helping you to navigate complexities with ease & confidence.

Benefits of Trust Registration

Tax Exemptions

By establishing a trust, families can potentially reduce their tax obligations, especially estate taxes. Trust structures allow for various tax-exempt strategies that can save money for the family in the long run.

Limited Liability

Registered trusts offer limited liability protection to its trustees. Unlike individual or unregistered trusts, registered trusts can protect trustees from personal liability in case of legal disputes.

Legal Protection for the Family Wealth

Trusts provide an additional layer of legal protection for family assets. Since trusts are separate legal entities, creditors & lawyers have a harder time accessing the assets in the trust.

Enhanced Credibility

Trust registration enhances the trust’s credibility as the trust’s objectives, trustees & beneficiaries are put on public record.

Charitable Undertakings

Trusts can be set up for charitable purposes, allowing families to leave a lasting legacy in the community. Charitable trusts may benefit from tax exemptions as well, providing potential savings to the family while making a positive impact on society.

Types of Trusts

● Public Trust

A public trust is made for the public welfare & all its beneficiaries are the general public at large. Public trusts are created for charitable or religious purposes, such as the maintenance of temples, schools, hospitals, & other public facilities. These trusts are managed by a group of trustees who are appointed to serve the public interests. Public trusts are governed by the laws & regulations of the country where they are established, & they are subject to strict legal requirements regarding their funding & management.

● Private Trust

A private trust is set up for the benefit of specific individuals or groups. This type of trust typically involves the transfer of one's assets to a trustee, who will then manage the assets for the benefit of the named beneficiaries. The beneficiaries may be immediate family members, friends, or even employees. The trustee has a duty to manage the trust assets in a responsible & prudent manner, & to distribute them to the beneficiaries according to the terms of the trust agreement.

● Private cum Public Trusts

Private cum public trusts are a combination of both a private & a public trust. These trusts are established for philanthropic purposes, such as the welfare of a specific community or the promotion of a particular cause. The beneficiaries of a private cum public trust can be both private individuals & the general public. Private cum public trusts provide flexibility in terms of the management of trust property, & they are often used for social welfare projects, educational institutions, & public health programs.

Eligibility for Trust Registration

Eligibility for charitable trust registration is determined by specific legal requirements that must be met to initiate the registration process. Trust registration is a legal process that involves the creation of a trust entity that is recognized under the law. Fulfill the given eligibility criteria & get your trust registered now.

  • ● Minimum of two persons required for trust formation
  • ● Trust formation must comply with Indian Trusts Act, 1882.
  • ● Parties must not be disqualified under any Indian law.
  • ● Objectives of trust must align with Indian laws & regulations.
  • ● The Trust formation must not harm public interest or violate any laws.
  • ● Trust activities must not cause harm to any individual.
  • ● Activities must adhere to the memorandum of the trust.
  • ● A deed must be professionally drafted & reflect parties'interests.
  • ● Trust registration online requires strict compliance with legal requirements.
  • ● Trustee must act in the best interests of beneficiaries.
  • ● The assets must be managed professionally & ethically.
acing a setback in the Trust Registration process? Get Expert Assistance with NGOExperts!! 100% Trust Registration Guaranteed.

Process for Application for Trust Registration certificate

To obtain the Trust Registration Certificate can be a time-consuming process but with professional assistance of NGOExperts, you can be rest assured of 10/10 registration guaranteed.

Step 1. Name of the Trust

The first step towards the registration of a Trust is deciding on a name for the Trust. The name should be unique & not identical or confusingly similar to the name of any other registered Trust or individual.

Step 2. Decide Settlers/Trustees of the Trust

According to the Indian Trusts Act, 1882, a Trust must have a minimum two Trustees. The Settler should be a person who sets up the Trust, & the other Trustees should work for the goals & objectives of the Trust. Further, the Authors are individuals who prepare the Memorandum & Trust Deed of the Trust. The Settlers, Trustees, & Authors must be individuals of sound mind, over the age of 18, & must not be disqualified from entering into a contract.

Step 3. Form MOA for Trust

The Memorandum of Association (MOA) is a legal document containing the name of the Trust, its registered address, & the main objectives of the Trust. It must be drafted in duplicate.

Step 4. Draft the Trust Deed

  • ● Name of the trust & its purpose.
  • ● Trustees' names & roles.
  • ● Beneficiary details & disbursement plans.
  • ● Terms of appointment & resignation.
  • ● Governance structure & decision-making process.
  • ● Powers & limitations of trustees.
  • ● Dispute resolution provisions.
  • ● Accounting & audit requirements.
  • ● Termination & winding up provisions.
  • ● Amendment procedures & legal compliance.

Step 5. Submit the Trust Deed to Registrar

Once the MOA & Trust Deed have been drafted, they must be printed on non-judicial stamp paper of an adequate value, signed by the Settler & Trustees, & witnessed by two witnesses. The documents, along with the necessary affidavit, must be submitted to the Registrar of Trusts, along with the prescribed trust registration fees.

Step 6. Obtain Certificate of Trust Registration

Upon satisfactory scrutiny of the documents, the Registrar will register the Trust & issue a Trust Registration Certificate. The registration process usually takes around 7 working days but once completed, you can also look for the Trust Registration certificate download online.

Documents Required for Trust Registration

When it comes to registering a trust, several documents are necessary, & it is essential to make sure that each required one is readily available. These documents include:

  • 1. Identity Proof: The Trustor & Trustee must provide valid identity proof, such as Aadhaar Card, Voter ID, Passport, or DL, to establish their identity.
  • 2. Address Proof - Proof of the Registered Office's address, such as a Certificate of Property or Utility Bills, must be provided.
  • 3. No Objection Certificate - If the Trust's property or office is rented, the landlord must provide a no-objection certificate to proceed with registration.
  • 4. Trust Deed Objective - The objective of the trust's deed must be thoroughly outlined & documented.
  • 5. Trustee & Settlor Details - Self-attested copies of Identity Proof & Address Proof, along with occupation details, must be presented for each trustee & settlor.
  • 6. Proper Stamp Value Trust Deed - Self-attested copies of Identity Proof & Address Proof, along with occupation details, must be presented for each trustee & settlor.
  • 7. Trustee & Settlor Photos - Self-attested copies of Identity Proof & Address Proof, along with occupation details, must be presented for each trustee & settlor.
  • 8. PAN Details - Self-attested copies of Identity Proof & Address Proof, along with occupation details, must be presented for each trustee & settlor.

If you are finding it challenging to complete your trust registration despite filling out all the paperwork, NGOExperts is here to assist you. Our professionals will guide you with their industry knowledge and ensure a successful registration. Trust Us to handle the process effortlessly & you can focus on achieving your goals with ease.

Why Choose NGOExperts?

NGOExperts is a leading service provider for trust registration & other related services for non-profit organizations. Our team of experts is dedicated to providing seamless solutions to individuals & organizations looking to establish or operate a trust.

We pride ourselves on our commitment to excellence in facilitating trust registration & operation, providing personalized service to each client. Our hands-on approach ensures that our clients’ needs are met with the utmost professionalism & efficiency. With Us, you can trust that your trust registration needs will be managed with precision, & you can focus on making a difference in the community.

Contact Us today for all your trust registration & other legal compliance needs.

Popular FAQ's on
Trust Registration

To obtain 80G and 12A certifications, certain documents are required. The exact documents needed vary based on the type of organization applying for the certifications, but typically includes:
  • ● Certificate of Incorporation
  • ● Trust Deed/MOA & AOA
  • ● PAN Card
  • ● Bank Statements
  • ● Audit Report
  • ● List of Trustees/Members
  • ● Income & Expenditure Account
Ensuring that all necessary documents are provided and accurately completed is crucial for obtaining these certifications, which offer valuable tax benefits to eligible organizations.

The total 12A 80G registration fees is Rs. 4,999. This may feel burdensome initially, but it's important to remember the benefits of 80G and 12A registration. With 12A, you'll be exempt from paying income tax on any donations or funds received, while 80G allows donors to claim tax benefits for their contributions to your organization.

To apply for 12A registration, you must first submit Form 10A to the Income Tax Department. This form outlines all the necessary information about the trust, its objectives & its sources of income. To obtain 80G certification, you'll need to submit Form 10G, which includes details about the trust's activities & donations received.
Keep in mind that there are certain eligibility criteria and guidelines to follow for both registration and certification. As you navigate the process, be sure to seek guidance from a professional like us & stay organized in your documentation.

To obtain 12A registration, an organization must be registered as a trust & a section 8 company under the Indian Companies Act. Further, it must be established for a charitable or religious purpose & its income must be applied solely for these purposes. However, organizations engaged in certain activities are not eligible for 12A registration, such as those involved in profit-making ventures or those that engage in political activities.

According to regulations, the registration process should take no longer than one month from the end of the month in which your application is received. That means you won't be kept waiting for long before you can start enjoying the benefits of these registrations. It's crucial to provide all the necessary information & documentation in your application to avoid any unnecessary delays.

To be eligible for 80G registration, organizations must fall under certain categories, including charities, trusts, & nonprofit entities. It is important to note that not all charitable activities are eligible for 80G registration, & organizations must meet specific criteria to receive approval. Among other requirements, organizations must have a valid PAN card, maintain proper accounts & submit regular audit reports.

No, you must have a 12A registration to apply for 80G registration. The 12A registration is the first step in the process of acquiring tax-exempt status. After 12A registration is obtained, organizations can then apply for 80G registration to obtain tax benefits for those who donate.

Proper registration and compliance with government regulations are critical in ensuring an NGO's legal status and its ability to operate effectively. One of the requirements mandated by the Indian government is the 12A registration for non-profit organizations.
This legal document exempts an NGO from paying taxes and allows them to receive tax-deductible donations. While it is not compulsory for NGOs to obtain 12A registration, being registered can help them in their fundraising efforts and provide a sense of legitimacy to their operations.

The first step is to ensure that your trust is registered & actively carrying out charitable activities. Once that requirement is met, you can submit an application to the Income Tax Department to seek approval to be eligible for 80G.
It is important to note that not all trusts qualify for this status, & even those that do must comply with specific requirements to maintain it. Seeking the guidance of a tax expert like NGOExperts can help ensure your trust remains eligible for 80G & can continue to receive tax benefits.

Yes, it is. A trust is considered a separate legal entity and as such, is subject to its own tax liability. However, registering for 12A exemption can provide certain tax benefits and should be considered by trusts seeking to maximize their tax efficiency. It's important to seek professional advice when it comes to taxation and trust registration to ensure that all obligations and opportunities are taken into account.

Newsletter

Transform your NGO. Subscribe to our Newsletter.