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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 CWRU
    Trust to Family
    Charity image

    Benefits of a charitable lead trust

    • Receive a gift or estate tax charitable deduction
    • Pass inheritance 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 make a contribution of your property to fund a trust that pays Case Western Reserve University 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 illustration demonstrating your specific tax benefits.

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    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.