Maximize Your Giving Capability

Donating through a Charitable Lead Trust

When you establish a charitable lead trust (CLT), a predetermined amount of the trust’s assets will be given annually to Vincentian Charitable Foundation over a period of time. Afterwards, the remainder of the funds can be transferred to the trust’s non-charitable beneficiaries.

Setting up a charitable lead trust may be right for you if…

… You have a large estate that would be subject to gift and estate tax

… You have assets that you want to keep in the family – that have a likelihood of significant appreciation in the future

… You want to make significant annual gifts to Vincentian while you are living, but also want to pass your assets to beneficiaries at a potentially lower gift or estate tax cost.

Please contact your financial advisor for more information.

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