Income for Life

A charitable lead trust minimizes estate taxes on assets you intend to leave to your children or grandchildren, particularly when those assets are expected to appreciate.

After transferring your assets, the charitable lead trust provides fixed amount payments to your federation endowment/foundation for a specific term of years or for your lifetime. Thereafter, the trust's principal passes on to your heirs or beneficiaries.

Additional appreciation of assets is not subject to estate taxes for the term of the trust.

What are the benefits to you?

• Reduces taxes that would otherwise be due on assets left to children and grandchildren
• Allows donor to make a substantial charitable gift over a period of years until major assets are passed on

For more information about how a charitable lead trust can work for you, your family, and your community, call your local federation endowment director or your personal financial advisor today.

How to Begin

For more information about how planned giving and legacy opportunities can work for you, your family, and your community call The Foundation of the Jewish Federation of Greater Rochester, 585-461-0490, or your personal financial advisor today.

United Jewish Communities Planned Giving and Endowment does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.