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…
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 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
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.