You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to the Foundation for a few years.
A charitable lead annuity trust is a perfect instrument to make a generous gift to the Foundation while reducing or eliminating estate and gift taxes. The Catholic Community Foundation will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.
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