"I did not find the world desolate when I entered it.
And as my parents planted for me before I was born, so do I plant for those who will come after me." -Talmud

CHARITABLE LEAD TRUST

Income for Life

 
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WHAT IS A CHARITABLE LEAD TRUST?

A charitable lead trust minimizes estate taxes on assets you intend to leave to your children or grandchildren, particularly when those assets are expected to appreciate.

 

After transferring your assets, the charitable lead trust provides fixed amount payments to Jewish Community Foundation for a specific term of years or for your lifetime. Thereafter, the trust's principal passes on to your heirs or beneficiaries.

 

Additional appreciation of assets is not subject to estate taxes for the term of the trust.

WHAT ARE THE BENEFITS TO YOU?

  • Reduces taxes that would otherwise be due on assets left to children and grandchildren.

  • Allows donor to make a substantial charitable gift over a period of years until major assets are passed on.

HOW TO BEGIN

For more information about how planned giving and legacy opportunities can work for you, your family, and your community, contact Sharyn Gallatin​, Financial Resource Development Director at 734-677-0100 or contact your personal financial advisor.

For questions regarding:

EXISTING FUNDS

Contact Denise R. Bennett

734-677-0100

denise@jewishannarbor.org

 

CREATION OF NEW FUNDS

Contact Sharyn Gallatin

734-677-0100

sharyn@jewishannarbor.org

 

This material is presented for informative purposes only and should not be construed as legal or tax advice.

Always consult your lawyer or tax advisor when you are considering gift planning strategies.