Make a substantial gift to the nonprofit of your choice in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
A charitable lead annuity trust may be right for you if:
- You have substantial assets that you do not need for your own financial security.
- You would like to provide for your family or other heirs.
- You would like to save gift taxes, estate taxes, and probate costs.
- You want your gift to make a difference at the nonprofit of your choice starting immediately.
- You could consider a gift of $100,000 or more to benefit the nonprofit of your choice and your heirs.