About Charitable Lead Trusts
A Charitable Lead Trust is a type of trust that allows you to make a charitable gift while retaining some control over the assets during your lifetime.
This type of trust makes annual payments to a charity for a set number of years, after which the remaining assets are distributed to non-charitable beneficiaries that you choose (many people choose their family members).
Benefits
- Receive an immediate income tax deduction for the value of your contributions
- Retain some control over the assets donated
- Provide for your family’s financial security
- Create a lasting legacy that supports our mission
How it works
- Create a trust and fund it with assets, such as cash, securities, or real estate.
- The trust makes annual payments to us for a set number of years, based on a predetermined formula or percentage of the trust assets.
- At the end of the charitable period, the remaining assets are distributed to non-charitable beneficiaries, chosen by you, such as your family members.
- Receive an immediate tax deduction for the present value of the charitable payments made by the trust.
Learn more about Charitable Lead Trusts
Consult with a qualified estate planning attorney and a financial advisor to determine if this is the right option for you.
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