The Marine Corps Heritage Foundation: Supporting the National Museum of the Marine Corps
Home
About MCHF
Marine Corps Heritage Center
Programs
News
Events
Planned Giving
Museum Store
Roll of Honor
Contact Us
Increase Font Size Decrease Font Size Print Page Contact Marine Corps Heritage Foundation

Charitable Lead Trust

Lead Trust Diagram

How It Works

  • You contribute securities or other appreciating assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
  • The trust makes annual payments to Marine Corps Heritage Foundation for a period of time.
  • When the trust terminates, the remaining principal is paid to your heirs.

Benefits

  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to the Foundation can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com