Charitable lead trusts

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For those individuals with substantial assets, a charitable lead trust provides opportunities to make a gift of fixed or variable payments from the trust for a limited period of time, following which the trust principal will pass to family members. This can be a way of meeting estate planning needs, and also the desire to keep significant assets within one’s family, but still make a major gift to The Mother Church.

A charitable lead trust allows you to give the Church merely the income from gift assets for a certain length of time. To employ an agricultural analogy, you would let us enjoy the fruit from your orchards for several years, but you would keep the trees. And eventually the orchard stays in the family. Such gifts let you control the eventual distribution of all your property and share a meaningful gift between your family and The First Church of Christ, Scientist.

Charitable lead trusts can be established during your lifetime, or they can be provided for in a will, providing income to the Church for a term of years and significant tax savings for your estate. Family members eventually receive all the assets in the trust.

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Planning considerations

A charitable lead trust is a type of charitable trust established by a donor either during their lifetime or through their estate plan, where The Mother Church would be the income beneficiary for a period of time...

How to proceed

If you are interested in arranging a charitable lead trust, please e-mail, call or write our office. We will help you determine the following.