Charitable Lead Trust

How It Works

• You contribute securities or other appreciating assets to a Charitable Lead Trust. Our suggested minimum gift requirement is $1,000,000.
• The trust makes annual payments to Reserve Officers Association 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 ROA 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

• Frequently asked questions about Charitable Lead Trusts.
• Contact us so we can assist you through every step.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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