Charitable Lead Trust
If you are interested in passing on some assets to your family and heirs while reducing or even eliminating taxes, and supporting Promises2Kids at the same time, then a Charitable Lead Trust is a wonderful option.
Benefits of a Charitable Lead Trust
How a Charitable Lead Trust Works
1Contribute Your Asset or Property to Fund a Trust that Pays Promises2Kids for an Established Number of Years
2Receive a Tax Deduction at the Time of Your Gift
3After Period is Over, Your Heirs Receive the Trust Assets in Addition to Any Interest or Value Earned
Need Assistance?
For questions about establishing a Charitable Lead Trust to benefit Promises2Kids or to notify us of your gift, please contact Amanda Baumann, Director of Philanthropy at 714.414.6529 or amanda@promises2kids.org
Interested in Learning More?
Our Free Estate Planning Guide Can Assist with Planning Your Will & Trust
This complimentary, Estate Planning Guide will help you work alongside your advisor and show you the many ways you can leave a legacy to Promises2Kids, your family or your community.
Please fill out the form below to receive the guide or contact James Sison, Major Gifts Officer at 619-815-0783 or James@promises2kids.org.