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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 Vietnam Veterans Memorial Fund 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 VVMF 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.
Read full disclaimer|Sitemap|Planned Giving Content © 2013 VirtualGiving.com
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Charitable Giving
VVMF uses the generous contributions of its donors to preserve the legacy of The Wall and those who served and sacrificed in the Vietnam War and to educate future generations.
VVMF meets the Better Business Bureau Wise Giving Alliance's Standards for Charity Accountability.

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© 2012 The Vietnam Veterans Memorial Fund
© 2012 The Vietnam Veterans Memorial Fund





