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Charitable Lead Trust

Lead Trust Diagram
the Science Museum of Virginia Foundation

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 the Science Museum of Virginia 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 Science Museum 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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The Science Museum of Virginia Foundation is a 501(c)3 nonprofit organization established to support the Science Museum of Virginia. Your generous support enables the Museum, now and in the future, to fulfill its mission, inspiring Virginians to enrich their lives through science.

Contact Us

Judy Harris
Jharris@smv.org
804.864.1551
P.O. Box 11624
Richmond, VA 23230-0624

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