Charitable Lead Trusts
(Gift illustration)
How it works
You contribute securities or other appreciating assets to a charitable lead trust.
The trust makes annual payments to the Children's Healthcare of Atlanta for a period of time.
When the trust terminates, the remaining principal is paid to your heirs.
Benefits
- The present value of the income payments to the Children's Healthcare of Atlanta reduces your gift/estate tax.
- All appreciation that takes place in the trust goes tax-free to your heirs.
- The amount and term of the payments to the Children's Healthcare of Atlanta can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
- You have the satisfaction of making a significant gift to the Children's Healthcare of Atlanta now that reduces the taxes due on transfers to your heirs later.
For more information
Email us, complete the personal illustration form, or call us at (404) 785-7346 so that we can assist you through every step of the process.
Children's Healthcare of Atlanta Foundation, Inc.
1687 Tullie Circle NE
Atlanta, GA 30329
(404) 785-7346 | Fax: (404) 785-7355