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Charitable Lead Trust

Partner with us to preserve your estate

A charitable lead trust allows you to provide an inheritance to your children and make a significant charitable gift through your estate. Income from the trust flows to Packard Children's, typically for a stated number of years, after which the assets in the trust are distributed to your heirs.

or call Donna M. Bandelloni at (650) 736-1211

You should know:

When the gift is established, the tax paid is the only tax that will ever be due on that transfer.
If the trust value increases over time, the gift and estate tax is waived for your heirs on that portion

Frequently Asked Questions

How does a Charitable Lead Trust work?
You transfer assets to an irrevocable trust that pays Packard Children's a fixed payment for a term of years you select, or for a person's life. When the trust term ends, individuals you designate receive whatever remains in the trust. You select the charitable organization, determine how much it receives and choose the remainder beneficiaries.

Who typically creates a Charitable Lead Trust?
Individuals who have large estates who are concerned about the gift and estate taxes that will occur when their estate passes to their beneficiaries. It is one of the most complex gift planning vehicles and it is advised that you consult an experienced financial advisor.

This is not professional tax or legal advice. Donors must consult their tax and legal advisors regarding their specific situation.

Did you know?

You can fund a charitable lead trust with cash, securities, real estate or retirement assets.