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 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. 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.