Gifts that protect your assets

Charitable lead trusts and retained life estates can protect your assets, learn more below:

Charitable Lead Trust

Charity receives annual trust income; trust principle reverts to donor or beneficiaries at end of trust term.

Benefit to donor:

Qualified Charitable Lead Trust may qualify for a gift tax or estate tax charitable deduction, and sometimes income tax charitable deduction depending on type of Charitable Lead Trust

Retained Life Estate

A form of real estate gift in which donor makes gift of real estate but retains right to live in property for remainder of his or her life.

Benefit to donor:

Income tax charitable deduction based on present value of remainder interest.