A charitable lead trust is an advanced estate planning tool that can be a valuable part of your overall strategy. If you aim to transfer assets to your heirs with minimal taxation while also providing substantial annual support to Verbum Dei Jesuit High School, a charitable lead trust might be a suitable option for you.

Flowchart:

Donor funds a lead trust with asset(s). The lead trust provides income to Verbum Dei Jesuit for a set number of years. At the end of the trust term, the donor’s heirs receive the remaining assets.

Benefits of a Charitable Lead Trust

• Receive a gift or estate tax charitable deduction
• Opportunity to pass inheritance to family at a reduced or zero tax cost
• Create a structure for making annual gifts to charity

How a Charitable Lead Trust Works

1. You contribute property to a trust that pays income to Verbum Dei Jesuit for a specific period.
2. You may receive a gift or estate tax deduction when you make the gift.
3. After the trust term ends, the remaining assets, along with any growth in value, are passed on to your family.