• Charitable Lead Trust..................................................................click to download pdf or Word

Charitable lead trust

A way to provide for everyone you care about. A charitable lead trust is a unique tool that allows you to use an income-producing asset to support charity and save taxes, but still allows you to retain the asset principal yourself or pass it on to those you care about.

• Use trust income to support charities.
• Avoid taxes on the trust income.
• Provide for loved ones.
• Select any trust duration.

A charitable lead trust is a trust set up to pay income to a charitable organization, such as Koinonia for a predetermined period of time that you select. You pay no tax on the income. The term “lead trust” comes from the fact that Koinonia “leads” the beneficiaries by getting income first, before anything goes to individuals.