Planned Giving Opportunities

Charitable Lead Trusts

With some kind of charitable lead trusts, the donor does not have to relinquish a claim to the money or property used to establish the trust. Rather, the donor transfers assets into a trust which pays income to APF for a specified number of years, after which the principal reverts to the donor or to the donor’s heirs, with reduced estate and gift taxes.

For more information about charitable remainder trusts, contact Elisabeth Straus, Executive Vice-President/Executive Director, at (202) 336-5824.