Similar to a charitable remainder trust, payments may be either a fixed amount (charitable lead annuity trust) or a percentage of trust principal (charitable lead unitrust). At the end of...
To benefit from the tax savings that result from supporting UNH without giving up any assets that you'd like your family to receive someday, you can establish a charitable lead trust (CLT) to benef...
Imagine being able to support causes close to your heart while also minimizing your tax burden. That's exactly what Margaret achieved through a charitable lead trust. By transferring assets into the trust, she not only provided vital support to charities like CRCNA, but also enjoyed significant tax benefits over a 10-year period. Margaret's annual gift of $10,000 made a real difference, and you could do the same or even more by donating a percentage of your trust's initial value. And here's the ...
, YOUR GIFT, YOUR GOAL ; Simple Gifts Anyone Can Make, • Your Will or Trust A • Beneficiary Designation, • Maintain control of your assets during your lifetime. ; Gifts of Assets, • Stock or other securities • Real estate, • Make a larger gift with little or no effect on cash flow. ; A Gift That Pays You, • A Charitable Gift Annuity, • Supplement your retirement income with steady payments. ; A Flexible Gift That Provides Income, • Charitable Remainder Unitrust • Charitable Remainder Annuity Trust, • Supplement your own retirement income or that of someone else with a charitable remainder trust. ; Gifts That Reduce Gift and Estate Taxes on Assets You Pass to Family, • Charitable Lead Unitrust • Charitable Lead Annuity Trust, • Provide a revenue stream to The Hill School with a charitable lead trust.
Remainder Unitrust (CRUT) Charitable remainder trust Charitable lead annuity trust Charitable lead trust Donor Managed Investment Account Pooled income fund Retained life estate...
The Founder's Society ; Bequests ; Life-Income Gifts ; Charitable Lead Trusts ; Real Estate Gifts with a Reserved Life Estate ; Your Planned Gift to Curtis
Charitable lead trusts (CLTs) can be structured in a wide variety of ways. As a result, they are one of the more complex estate planning tools available. When well-structured to...
A Charitable Lead Trust (CLT) offers a donor a means by which s/he can both lend substantial support to the SAG-AFTRA Foundation and provide an inheritance for heirs through deferred transfer of as...
A charitable lead trust is an irrevocable trust designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to designated benefic...
Cash or Stock Contributions · Gifts of Real Estate · Bequests · Beneficiary Designations · Charitable Remainder Trusts