Charitable Lead Trust​

          Charitable Lead Trust

          Lead Trust Diagram

          How It Works

          • You contribute securities or other appreciated 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 you or heirs.


          • 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 may go tax-free to the individuals named in your trust.


          The material presented on this Planned Giving website is not offered as legal or tax advice.
          Read full disclaimer|Sitemap|Planned Giving Content © 2018