Charitable Lead Trust

Lead Trust Diagram

How it Works

  • You contribute securities or other appreciated assets to a charitable lead trust.
  • The trust makes fixed annual payments to Defenders of Wildlife for a period of time.
  • When the trust terminates, the remaining principal is paid to your heirs.


  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to Defenders of Wildlife can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.


Let Us Know


Let Us Know

Bequests left to Defenders are crucial to our ability to protect imperiled species and their habitats for generations to come. Have you included Defenders in your will or other estate plans?