Promising Futures
Legacy Circle

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

  • Pass Inheritance to Heirs at Reduced or Zero Taxes

  • Establish a Way to Make Annual Gifts to Promises2Kids

  • Receive a Charitable Deduction When Gifted

Become a Member of the Promises2Kids Promising Futures Legacy Circle

Join a visionary group of people, known as the Promising Futures Legacy Circle, who have shown their commitment to creating a brighter future for foster children with a legacy gift to Promises2Kids. With thoughtful planning, anyone can make a lasting impact that benefits themselves and their loved ones and bring hope to thousands of future foster children, while enjoying tax advantages and other benefits.

Legacy Circle members receive special benefits and recognition, including invitations to exclusive quarterly events and a welcome gift to acknowledge your generosity.

To join, simply notify us of your plans to make a legacy gift to Promises2Kids. Be part of the solution by joining the Promising Futures Legacy Circle and leave a legacy gift through a Will, Trust or other long-range plan.

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 Emily Hassig, CFRE, Chief Development Officer at 858.751.6624 or emily@promises2kids.org

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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 Corey Polant, Director of Philanthropic Operations at 858.751.6610 or corey@promises2kids.org.

Planned Giving Brochure