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 your investments during your lifetime.
This type of trust makes annual payments to a charity for a set number of years, after which the remaining investments are distributed to non-charitable beneficiaries that you choose (many people choose themselves or family members).
Benefits
- Receive an immediate income tax deduction for the value of your contributions
- Retain some control over the investments donated
- Provide for your family’s financial security
- Create a lasting legacy that supports children we serve
How it works
- Create a trust and fund it with assets, such as cash, stocks, 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 investments.
- At the end of the charitable period, the remaining investments are distributed to non-charitable beneficiaries, chosen by you, such as you or 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.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Casey Schroder
Title :Director of Donor Relations & Gift Planning
Phone: 321-558-4034
Email: casey.schroder@chsfl.org
Already included us in your estate plan? Let us know, so we can understand how you want your gift to support children.
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Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of gift plan. Learn more, or get help starting your will (for free!).
Beneficiary designations
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Popular tax-smart gifts
Many people are increasingly choosing to give investments, retirement accounts or property, so they can have a bigger impact at less cost to them.