Charitable Lead Trusts

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

You contribute securities or other appreciating property to a charitable lead trust.

The trust makes fixed annual payments to The Fund For Theological Education for a period of time.

When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to FTE reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to FTE can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to FTE now that reduces the taxes due on transfers to your heirs later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at (404) 727-1492 so that we can assist you.

The Fund For Theological Education
825 Houston Mill Road
Atlanta, GA 30329
(404) 727-1492