Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust

Property

Lead Trust

Income to HMREC

Trust to Family

Benefits of a charitable lead trust

• Receive a gift or estate tax charitable deduction
• Pass inheritance on to family at a reduced or zero cost
• Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

1. You make a contribution of your property to fund a trust that pays Holocaust Memorial Resource & Education Center of Florida income for a number of years.
2. You receive a gift or estate tax deduction at the time of your gift.
3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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The Holocaust Memorial Resource and Education Center of Florida is a tax-exempt 501(c)(3) organization regulated by the Florida Department of Agriculture & Consumer Services pursuant to the Florida Solicitation of Charitable Contributions Act. Our Florida Department of Agriculture & Consumer Services Registration Number is CH-204. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.

An audited financial report is available from the Holocaust Center upon request