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Charitable Lead Trust: The Details

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

Is this gift right for you?

A charitable lead trust may be for you if…

  • You hold appreciating assets that you want to pass on to the next generation.
  • You want to reduce or eliminate gift and estate taxes.
  • Your primary planning objective is to preserve the value of your estate, rather than increase your income or reduce your income taxes.
  • You are looking for techniques that will give your family more of your estate over a longer period of time.
  • You want your gift to provide a stream of income to ADLF.

The charitable lead trust pays income to Anti-Defamation League Foundation 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. Anti-Defamation League Foundation benefits from the assured income stream from the lead trust, while your family enjoys several tax advantages:

  • The gift assets placed in the lead trust are frozen in value for transfer-tax purposes as of the date the trust is formed. When the trust terminates and the assets pass to your family, all intervening appreciation will not be subjected to gift and estate tax.
  • Our income interest further reduces the taxable value of the trust assets when they pass to your family. This feature makes the lead trust especially useful if you are holding assets likely to appreciate significantly before they are transferred to the next generation.

Please contact us so that we can assist you through every step of the process.

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Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.