Charitable Lead Trusts

Do you want to benefit from the tax savings that result from supporting Grand View University, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments: 

  1. A charitable lead annuity trust pays a fixed amount each year to Grand View University and is more attractive when interest rates are low.
  2. A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Grand View University go up as well.

Have a Question? I Can Help.

Mary Benetti
Director of Planned Giving