Charitable Lead Trust: The Details

You greatly reduce or avoid possible gift and estate tax on trust assets passing to family... if some trust income goes to charity for a few years.

Is this gift right for you?

A charitable lead trust is for you if…

The charitable lead trust pays income to Yale now, while reducing your tax costs for transferring assets to your heirs. The lead trust holds appreciating assets for your lifetime or for a term of years, and pays annual income to us. Yale benefits from the assured income stream from the lead trust, while your family enjoys several tax advantages: