About Charitable Lead Trusts
A Charitable Lead Trust is a type of trust that allows you to make a charitable gift while retaining some control over the assets during your lifetime.
This type of trust makes annual payments to a charity for a set number of years, after which the remaining assets are distributed to the non-charitable beneficiaries you designate, such as your children, grandchildren, or other loved ones.
Benefits
- Receive an immediate income tax deduction for the value of your contributions
- Retain some control over the assets donated
- Provide for your family’s financial security
- Create a lasting legacy that supports Rutgers
How it works
- Create a trust and fund it with assets, such as cash, securities, or real estate.
- The trust makes annual payments to us for a set number of years, based on a predetermined formula or percentage of the trust assets.
- At the end of the charitable period, the remaining assets are distributed to non-charitable beneficiaries, chosen by you, such as your family members.
- Receive an immediate tax deduction for the present value of the charitable payments made by the trust.
Explore Whether a Charitable Lead Trust Is Right for You
Request a complimentary illustration to explore how a charitable lead trust may help you achieve your philanthropic and estate planning goals.
Contact Us
Our team is available to discuss your philanthropic goals and explore giving options that align with your values, family, and financial priorities.
Already included us in your estate plan? Let us know.
More ways to make an impact
Gifts in a will or trust
These are the most common type of planned gift. Learn more or get started with a free online will or trust tool.
Beneficiary designations
Retirement assets like IRAs and 401(k)s can be among the most tax-efficient assets to leave to charity, helping maximize your impact while preserving other assets for loved ones.
Popular tax-smart gifts
Many donors choose to give non-cash assets because they may provide tax advantages while maximizing charitable impact.