Make a substantial gift to charity_name in the form of annual payments and pass assets to your family or other heirs at reduced tax cost.
The payment to charity_nickname is a percentage of the value of the trust each year.
A charitable lead unitrust may be right for you if:
- You have substantial assets not needed for your own financial security.
- You want to provide for your family or other heirs.
- You want to save gift taxes, estate taxes, and probate costs.
- You want your gift to make a difference at charity_name starting immediately.
- You could consider a gift of $250,000 or more to benefit charity_nickname and your heirs.