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Charitable Lead Trust

The charitable lead trust (CLT) is a wonderful way to support Carolina now. The CLT is a mirror image of the charitable remainder trust where the charitable and non-charitable beneficiaries change places - income is immediately generated for Carolina for a term of years with the remainder either returning to the donor(s) or gifted to your heirs or others that you designate. The trust can be structured to generate a fixed dollar or fixed percentage amount to fund the charitable income interest. The CLT is a sophisticated tax planning strategy and is used predominantly as a method to reduce gift and estate taxes for philanthropic individuals.

Is a charitable lead trust a viable option for you? The Office of Gift Planning can help you think through the issues & your planning options. Please contact us for a free, confidential discussion. We would be happy to assist you and answer your questions.