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Charitable Lead Trusts
(Gift illustration)
How it works
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You contribute securities or other appreciating assets to a charitable lead trust. |
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The trust makes annual payments to In Touch for a period of time. |
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When the trust terminates, the remaining principal is paid to your heirs. |
Benefits
- The present value of the income payments to In Touch 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 In Touch 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 In Touch 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 800-967-2200 so that we can assist you through every step of the process. Our services are a part of the ministry of In Touch and are without cost or obligation.< /p>
In Touch Foundation
3836 DeKalb Technology Parkway
Atlanta,GA 30340
800-967-2200 | Fax: 770-936-6396
Foundation@InTouch.org
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