Charitable Lead Trust

Your hard work has paid off and your business is growing. How can you preserve some of its value for your family?

This diagram represents how to leave a gift of a charitable lead trust - a gift that protects your assets.

How It Works

  • You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
  • The trust makes annual payments to Retirement Housing Foundation for a period of time.
  • When the trust terminates, the remaining principal is paid to you or heirs.

Benefits

  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to RHF can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.

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