Charitable Lead Trust​
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          Charitable Lead Trust

          Lead Trust Diagram

          How It Works

          • You contribute securities or other appreciating assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
          • The trust makes annual payments to Edinboro University for a period of time.
          • When the trust terminates, the remaining principal is paid to your heirs.

          Benefits

          • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
          • The amount and term of the payments to Edinboro University can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
          • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.

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