Charitable Lead Trusts

Support for a Cause Now, Support for Beneficiaries Later

Charitable Lead Trusts

A Charitable Lead Trust allows you to pass assets to your children or grandchildren with minimum gift and estate tax liability and to simultaneously build a fund that supports a cause that matters to you.

The trust shelters investment earnings from tax and offers gift, estate, and generation-skipping tax benefits. You may also capture future gift tax deductions.

When the trust’s final assets are transferred to beneficiaries, there are often significant transfer-tax savings.

An attorney explains the benefits of Charitable Lead Trusts.


Run a Gift Illustration with Fixed Income


Schedule a confidential conversation about a Charitable Lead Trust with our
professional staff.
Call 215-563-6417 or email us.

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Philadelphia, PA 19107

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