Charitable Lead Trusts
How it works
You contribute securities or other appreciating assets to a charitable lead trust.
The trust makes annual payments to the American Cancer Society for a period of time.
When the trust terminates, the remaining principal is paid to your heirs.
- The present value of the income payments to the American Cancer Society 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 the American Cancer Society 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 the American Cancer Society now that reduces the taxes due on transfers to your heirs later.
For more information
Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.