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Charitable Lead Trusts
CLICK HERE FOR A DETAILED EXPLANATION
How It Works
 You contribute securities or other appreciating property to a charitable lead trust.
 The trust makes fixed annual payments to Retirement Housing Foundation 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 Retirement Housing Foundation 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 Retirement Housing Foundation can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
- You have the satisfaction of making a significant gift to Retirement Housing Foundation now that reduces the taxes due on transfers to your heirs later.
More
To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at 562-257-5141 so that we can assist you.
Retirement Housing Foundation
911 Studebaker Road
Long Beach,CA 90815-4900
562-257-5141 | Fax: 562-430-5729
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