Charitable Lead Trusts
(Gift illustration)

How it works

You contribute securities or other appreciating assets to a charitable lead trust.

The trust makes annual payments to Defenders of Wildlife for a period of time.

When the trust terminates, the remaining principal is paid to your heirs.

Related Links

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Gift illustration

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Complete gift description

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Is this gift for you?

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Gift example

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Benefits

  • The present value of the income payments to Defenders of Wildlife 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 Defenders of Wildlife can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • You have the satisfaction of making a significant gift to Defenders of Wildlife now that reduces the taxes due on transfers to your heirs later.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.