Charitable Lead Trusts

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How It Works

  You contribute securities or other appreciating property to a charitable lead trust.

  The trust makes fixed annual payments to the Institute for Justice for a period of time.

  When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to IJ reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to IJ can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to IJ now that reduces the taxes due on transfers to your heirs later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us so that we can assist you.