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.”
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.
To learn how you might benefit from such an arrangement, contact your attorney or the Office of Endowment and Planned Giving at email@example.com or 800-220-7122. WGBH is located at One Guest Street, Boston, MA, 02135.