A charitable lead trust allows you to provide a stream of income for Public Justice’s work while preserving assets for your heirs.
How a Charitable Lead Trust Works
You transfer cash, securities, or other assets to a trust. The trustee invests the assets, and the trust pays makes annual payments to Public Justice for a period of time you select. When the trust terminates, the remaining amount is paid to you or your heirs.
The trust may be a Charitable Lead Annuity Trust (fixed payments) or a Charitable Lead Unitrust (fixed percentage).
Benefits of a Charitable Lead Trust
Reduction in transfer tax due on amount passing to your heirs.
Any appreciation in trust value over the terms of the trust passes to your heirs free of gift and estate tax.
Control over when your heirs inherit trust assets.
The satisfaction of making a meaningful gift to Public Justice during your lifetime.
To learn more, please contact your attorney or accountant, or contact Kelly Simon, Development Director at (202) 861-5253 or email@example.com.