Increase Font Decrease Font

Charitable Lead Trust

Charitable Lead Trust

How It Works

  • You contribute securities or other appreciating assets to a Charitable Lead Trust.
  • The trust makes annual payments to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, for a period of time.
  • When the trust terminates, the remaining principal is paid to your 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 the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, 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 goes tax-free to the individuals named in your trust.

 

Next