Charitable Lead Trusts
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A non-grantor 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.

A grantor lead trust is for you if...

  • You are in a period of high income tax liability.
  • You hold assets that are generating surplus income.
  • You need a charitable deduction, but don't want to give up long-term control of a valuable asset.

And both versions will let you

  • Direct an immediate stream of income to Defenders of Wildlife.

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.