Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Pooled Income Fund Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Real Estate Retirement Plan
ResourcesAttorney Disclaimer Privacy Frequent Questions Glossary
Planned Giving

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 Connecticut 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 Connecticut 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 Connecticut 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 Connecticut College now that reduces the taxes due on transfers to your heirs later.

More

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at (860) 439-2414 so that we can assist you.




Connecticut College
270 Mohegan Avenue
New London, CT 06320-4196
(860) 439-2414 | Fax: (860) 439-5455




Planned Giving content ©2008 VirtualGiving | Disclaimer & Privacy Notice