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Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to Hillsdale
Trust to Family
Charity image

Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass assets on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You contribute property to fund a trust that pays Hillsdale College income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an example illustrating your specific tax benefits.

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