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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 Yale 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 Yale 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 Yale 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 Yale now that reduces the taxes due on transfers to your heirs later.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.