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Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to BCH
Trust to Family
Charity image

Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays Baptist Children's Homes of North Carolina income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.
Charitable Lead Trust
Charitable Lead Trust
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable lead trusts.
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Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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