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CHARITABLE LEAD TRUSTS
A charitable lead trust is a defined term plan in which you the donor contribute assets of various types to the trust which then provides income to the Anderson Animal Shelter for a fixed period of time. The assets are transferred to your heirs upon the conclusion of the defined period of time for which the trust was established.
There are many benefits to a charitable lead trust. The present value of the income payments to the Anderson Animal Shelter will reduce your gift/estate tax. Any appreciation that occurs within the trust is tax-free for the heirs named in the trust. The amount and term of the payments to the Anderson Animal Shelter can be modified so that transfer taxes to your heirs can be reduced or even eliminated when the fund’s assets are transferred to them. You will have the knowledge and enjoyment of making an important gift to the Anderson Animal Shelter right now which will also have the benefit of reducing taxes on transfers to your heirs in later years.
ESTATE & PLANNED GIVING INQUIRIES
Susan Lyons, Director of Major Gifts and Planned Giving