1-800-395-1087
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Charitable Lead Trusts
(Gift illustration)
How it works
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You contribute securities or other appreciating assets to a charitable lead trust. |
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The trust makes annual payments to St. Jude Children's Research Hospital for a period of time. |
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When the trust terminates, the remaining principal is paid to your heirs. |
Benefits
- The present value of the income payments to St. Jude Children's Research Hospital 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 St. Jude Children's Research Hospital can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
- You have the satisfaction of making a significant gift to St. Jude Children's Research Hospital now that reduces the taxes due on transfers to your heirs later.
For more information
E-mail us, complete the personal illustration form or call us at (800) 395-1087 so that we can assist you through every step of the process.
