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 GBMC Foundation 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 GBMC 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 GBMC 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 GBMC 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 443-849-3303 so that we can assist you.

GBMC Foundation
6701 North Charles Street
Baltimore,MD 21204
443-849-3303 | Fax: 443-849-3739
E-Mail: JJeppi@GBMC.org