Appreciated Securities Bequest Business Interests Cash Gifts Charitable Bargain Sales Charitable Gift Annuity Charitable Lead Trust Charitable Remainder Annuity Charitable Remainder Unitrust Deferred Gift Annuity Life Insurance Personal Property Partnership Interests Real Estate Retained Life Estate Retirement Plans
Glossary Common Questions
"Loan" an asset, then take it back.
It's called a charitable lead trust.
  • You place assets in trust for a number of years.
    You select the time frame.
  • During that period, we receive income from the
    trust. You select the payout percentage. You
    receive an income tax deduction.
  • At the end of the trust, control of the assets reverts back to you.

This arrangement may be right for you if:

  • You have a large amount of income in one year, or
  • You are in a high income tax bracket and can afford
    to give up control of an asset temporarily.