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 Logos Center 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 The Logos Center 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 The Logos Center 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 The Logos Center now that reduces the taxes due on transfers to your heirs later.

More

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at (480) 483-8777 so that we can assist you.




The Logos Center
James Jaenicke, Planned Gifting Officer
jjaenicke@logoscenter.org
P.O. Box 12880
Scottsdale, AZ 85267
(480) 483-8777





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