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Photo: Elephants

Photograph by Michael Nichols

Benefits

A charitable lead trust allows you to achieve your philanthropic goals while reducing the tax costs for your heirs in the future. Income generated by the trust supports the important work of National Geographic for a designated period of years, after which the assets pass to your heirs.

How a Lead Trust Works

You make a contribution of assets, such as securities or real estate, toward a trust, which then makes annual payments to support National Geographic’s mission for a set period of years. When the trust terminates, the principal goes to your heirs.

A charitable lead trust can be funded during your lifetime or through your will. The lead trust is an exceptional way to transfer assets to your children or other heirs at minimal tax cost.

Use our Planned Giving Calculator for a personal illustration of how life-income gifts can work for you.

 

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The information on our Web site is not intended as financial or legal advice. Please consult your own qualified advisers as you consider philanthropic gifts.

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    Pat Minnick

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