|
In
a charitable lead trust, income generated
by assets placed in the trust is paid
to the Cape Cod Healthcare Foundation
for a designated number of years,
after which the assets pass to non-charitable
beneficiaries named by the donor.
The trust is called a “lead”
trust because the income interest
paid to the charitable organization
“leads” or comes before
the “remainder” interest
paid to the beneficiaries.
This is an extremely
tax-efficient way of passing assets
to future generations while making
a significant gift to Cape Cod Healthcare.
- Satisfaction
in knowing that your gift will make
a difference at Cape Cod Healthcare
- Immediate
gifts to Cape Cod Healthcare
- Principal
returns to donor or his/her designated
beneficiaries
To request
additional information on this topic,
click here.
|
