Ways of Giving
Charitable Lead Trust
401-788-1608
Charitable Lead Trust
Lead trusts are funded with cash, securities or other assets. Fixed or variable amounts are distributed to charitable organizations for a designated number of years. The trust donor determines the period of time. The remaining assets in the trust are returned to the donor or donor’s heirs upon completion of the term.
Benefits Include:
- Ability to provide a stream of income to benefit a charity or charities for a set number of years.
- Gift or estate tax paid on this gift can be reduced because the present value of payments to the charities is subtracted from the value of the gift.
- Option to delay transferring assets to your heirs until they are adults.
- Excellent way to support charities and pass on family business of other appreciating assets to family members with reduced taxes.
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Other planned gifts you can make: |
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SCH Healthcare System
