gifts from a Charitable Lead Trust
Freeze the taxable value of your appreciating assets by placing them into an individually managed trust that makes gifts to AARP Foundation today and passes the assets on to family members later.
How it Works
- You contribute securities or other appreciated assets to a charitable lead trust.
- The trust makes fixed annual payments to AARP Foundation 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 AARP Foundation can be set 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
- More detail about charitable lead trusts.
- Frequently asked questions about charitable lead trusts.
- contact the Gift Planning Team so we can assist you through every step.
contact GIFT PLANNING
We can help you create a personalized gift that best suits your needs and goals. Request information
Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team
The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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