"Loan" an asset, then take it back.
It's called a charitable lead trust.
  • You place assets in trust for a number of years.
    You select the time frame.
  • During that period, we receive income from the
    trust. You select the payout percentage. You
    receive an income tax deduction.
  • At the end of the trust, control of the assets reverts back to you.

This arrangement may be right for you if:

  • You have a large amount of income in one year, or
  • You are in a high income tax bracket and can afford
    to give up control of an asset temporarily.




The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.