Giving
Giving Other Ways to Give - Charitable Trusts

Charitable Lead Trusts A charitable lead trust is like a charitable remainder trust in reverse. You select the assets used to fund the trust and decide how long it will last, and the School receives income from the trust while it exists. There is no minimum payout. When the trust terminates, its assets return to you or your designated beneficiary.

This type of trust can be useful if you want to reduce your current income, but wish to retain the assets for your family. A charitable lead trust can be a means to transfer substantial amounts of wealth from generation to generation, free (or largely free) of estate, inheritance, and gift taxes.

A charitable lead trust is a complex giving vehicle with many income, estate, and gift tax consequences. You should discuss your financial and philanthropic goals with your legal and financial advisers to determine whether a charitable lead trust would suit your plans. You are also encouraged to contact the PSOET's Development Office for more detailed information.

Features & Benefits:

  • Reduces current income while retaining assets
  • Can be a low-cost means of transferring property to heirs
  • Opportunity to make a substantial current gift to the PSOET
  • Potential estate, inheritance, and gift tax savings



Other ways to give - Giving to E&T Other Ways to Give :
Charitable Lead Trusts | Gifts of Real Property Subject to Life Estate | Wealth Replacement with Life Insurance


Giving :
Dean's Council | Ways to Give to PSOET | Basics | Outright Gifts | Life Income Plans | Other Planned Gift Arrangements | Wills and Estate Plans | Appreciation and Recognition



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