Charitable Lead Trusts

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You contribute securities or other appreciating property to a charitable lead trust.

  The trust makes fixed annual payments to Archdiocese of Philadelphia for a period of time.

  When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to Archdiocese of Philadelphia reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to Archdiocese of Philadelphia can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to Archdiocese of Philadelphia now that reduces the taxes due on transfers to your heirs later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at 215-587-5650 so that we can assist you.