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Leading for the Future

Leading for the Future
Luke and Cynthia spent many years volunteering and supporting A New Leaf. They wanted to give back in a way that would help fulfill its mission. At the same time, they were looking for a way to care for their family in the future.

Luke: We heard that now is the best time in years to set up a charitable lead trust. We could fund the trust with cash or stock and the trust would pay income to A New Leaf for a number of years, with the rest of the trust value going to our children in the future.

Cynthia: We liked the fact that our children would be well cared for and that we could see the result now of our gifts to A New Leaf.

Luke and Cynthia were also pleased to learn that taxes on the gift to their children would be significantly reduced by the added benefit of a gift tax charitable deduction. After the income was paid to A New Leaf, the remaining trust value would go to their family with very little tax owed.

Luke: Cynthia and I found that by using a charitable lead trust, we could accomplish our goals of helping both family and our favorite charity during our lifetimes.

Is a charitable lead trust right for you?


A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.


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