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Gift
Plans Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate
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 Washington College 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 Washington College 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 Washington College 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 Washington College 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 410-810-7411 so that we can assist you.
300 Washington Avenue, Chestertown, Maryland 21620 | 410-778-2800 | 800-422-1782