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.

The minimum funding amount

  1. The approximate federal transfer tax savings (gift tax, estate tax and/or generation-skipping transfer tax) available from your trust
  2. Your income tax charitable deduction, if the trust is to be structured as a grantor trust
  3. The approximate value of trust income payments to the Church
  4. The estimated value of the remainder interest to your family

 

In order to give you the most accurate information, we will need you to share the following information.

  1. Whether you wish to fund the trust immediately or establish the trust through your estate plan
  2. Whether you prefer that the Church receive fixed annual payments (the annuity lead trust) or variable payments (the lead unitrust)
  3. The amount of annual payments you wish the Church to receive
  4. The value of the cash or assets you would use to fund the trust
  5. Your cost basis in investment assets that will be transferred to the trust
  6. The number of years you prefer that the trust should last before distributing principal to you or to your family

 

You can contact our office at philanthropy@csps.com, by phone at 1-800-288-7155, extension 3288, or write to us at the address below. We look forward to hearing from you.

The First Church of Christ, Scientist
Philanthropy, P05-10
210 Massachusetts Avenue
Boston, MA 02115-3195 USA