A charitable lead trust works for Jewish Community Foundation of Los Angeles supporters who would like to support our work and protect their family's inheritance. Review this checklist to help you further determine whether this way to give works well for you.
Profile of a Giver
If these statements resonate with you, contact your estate planning attorney to further look into the benefits of charitable lead trusts.
- You'd like to provide Jewish Community Foundation of Los Angeles with ongoing support over a certain period of years.
- You want to ultimately transfer property to loved ones at minimal tax cost.
- You are able to temporarily forgo access to an asset, with your heirs receiving the asset later on.
- You could benefit from estate1 or gift tax relief.
- You want to act on this giving opportunity now, while interest rates are low and it's a tax-efficient time to implement this strategy into your estate plans.
We Can Help
Contact Development Office at 323-761-8704 or development@jewishfoundationla.org with any questions about establishing a charitable lead trust to benefit Jewish Community Foundation of Los Angeles. We're happy to help, without obligation.
1Currently federal estate taxes are repealed for all deaths that occur in the calendar year 2010. In 2011, estate taxes are scheduled to be reinstated for estates worth more than $1 million at rates up to 55 percent. Congress, however, is likely to address reinstating estate taxes sooner than 2011. What the final legislation will look like and when it might become effective is unknown at this point.