Charitable Lead Trusts

A charitable lead trust is a way to help Safe Horizon now while still leaving assets to your heirs.

How a Charitable Lead Trust works:

Step 1: You contribute cash, securities or other property to a trust.

Step 2: The trust makes fixed annual payments to Safe Horizon for a specified term of years.

Step 3: When the trust ends, the remaining principal goes to your heirs.

Charitable Lead Trusts - Benefits to You

  • You qualify for a gift tax deduction for the present value of the annuity payments to Safe Horizon.
  • The annuity payments and the trust term may be written in such a way so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust goes tax-free to your heirs.
  • You can use your available estate tax credit to further reduce taxes on transfers to your heirs.
  • You can have the satisfaction of making a significant gift to Safe Horizon now and reduce the taxes due on transfers to your heirs later.
Safe Horizon's mission is to provide support, prevent violence and promote justice for victims of crime and abuse, their families and communities.
JOIN US ON: FacebookTwitterInstagramYouTubeLinkedIn
Official PayPal Seal