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Gift Planning: Charitable Lead Trust

If you’re considering providing an inheritance to children and making a significant charitable gift through your estate, an excellent way to accomplish both objectives is through a “charitable lead trust.”

ABOUT THE CHARITABLE LEAD TRUST

The charitable lead trust is the reverse of a charitable remainder trust in that it provides current support to WGBH for a term of years, after which the assets plus any appreciation either revert to the donor or pass to a non-charitable beneficiary designated by the donor, with little or no gift or estate tax. A lead trust can be established with a gift of $500,000 or more.

CONTACT US

To learn how you might benefit from such an arrangement, contact your attorney or the Office of Gift Planning & Endowment at gift_planning@wgbh.org or 800-220-7122. WGBH is located at One Guest Street, Boston, MA, 02135.

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