Charitable Lead Trusts
A charitable lead trust is for you if ...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
- You are looking for techniques that will give your family more of your estate over a longer period of time.
- You want your gift to provide a stream of income to us.
Note: The Charitable Lead Trust is not the only gift plan that pays you lifetime income. Compare
its benefits with those of the annuity trust and the unitrust.
More
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
