Charitable Lead Trust

• You contribute appreciated assets to a charitable lead trust.
• The Providence Center receives fixed annual payments from the trust for a period of years.
• The remaining principal is given to your heirs when the trust terminates.

Benefits

• You can reduce your estate taxes. All appreciation that takes place in the trust goes tax-free to your heirs.
• You can set the amount and term of the payments to The Providence Center so you reduce or even eliminate transfer taxes that are due when the principal is given to your heirs.
• You have the satisfaction of making a significant gift to The Providence Center now and reduce estate taxes.