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Charitable Lead Trusts

Enhance your giving strategy by providing immediate support to our cause, while safeguarding assets for loved ones later.

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 the assets during your lifetime.

This type of trust makes annual payments to a charity for a set number of years, after which the remaining assets are distributed to non-charitable beneficiaries that you choose (many people choose their family members).

Benefits

  • Receive an immediate income tax deduction for the value of your contributions
  • Retain some control over the assets donated
  • Provide for your family’s financial security
  • Create a lasting legacy that supports our mission

How it works

  1. Create a trust and fund it with assets, such as cash, securities, or real estate.
  2. The trust makes annual payments to us for a set number of years, based on a predetermined formula or percentage of the trust assets.
  3. At the end of the charitable period, the remaining assets are distributed to non-charitable beneficiaries, chosen by you, such as your family members.
  4. 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: Sara Golden and Olivia Coady

Title :Office of Planned Giving

Phone: 888-368-9356

Email: giftplanning@aiusa.org

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