Charitable Lead Trusts

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A charitable lead trust is a way to help Safe Horizon now while still leaving assets to your heirs.

How a Charitable Lead Trust works:

Step 1: You contribute cash, securities or other property to a trust.

Step 2: The trust makes fixed annual payments to Safe Horizon for a specified term of years.

Step 3: When the trust ends, the remaining principal goes to your heirs.

Charitable Lead Trusts - Benefits to You

• You qualify for a gift tax deduction for the present value of the annuity payments to Safe Horizon.
• The annuity payments and the trust term may be written in such a way so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• You can use your available estate tax credit to further reduce taxes on transfers to your heirs.
• You can have the satisfaction of making a significant gift to Safe Horizon now and reduce the taxes due on transfers to your heirs later.