Leading for the Future

• Luke: "We heard that now is the best time in years to set up a charitable lead trust. We could fund the trust with cash or stock and the trust would pay income to the nonprofit for a number of years, with the rest of the trust value going to our children in the future."
• Cynthia: "We liked the fact that our children would be well cared for and that we could see the result now of our gifts to our favorite nonprofit."

Luke and Cynthia were also pleased to learn that taxes on the gift to their children would be significantly reduced by the added benefit of a gift tax charitable deduction. After the income was paid to our organization, the remaining trust value would go to their family with very little tax owed.

• Luke: "Cynthia and I found that by using a charitable lead trust, we could accomplish our goals of helping both family and our favorite nonprofit during our lifetimes."

What is a charitable lead trust?

A charitable lead trust is a way you can support Santa Barbara Museum of Natural History for a number of years and pass on your assets to your family while reducing or eliminating gift or estate taxes.

Charitable lead trust video

Is a charitable lead trust right for you?

A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.

Please note: The information above is representative of a typical donor and may or may not be an actual donor to our organization.