Charitable Lead Trust
The Returning Gift

A charitable lead trust pays the trust's income to Advocate and distributes the remainder after a specified number of years to non-charitable beneficiaries. A lead trust allows property to be transferred to family beneficiaries at a lower transfer cost (e.g. avoidance of capital gain tax on appreciation) and therefore, is particularly attractive to benefactors who transfer property with a high appreciation potential. The minimum support level for a Charitable Lead Trust is $100,000.

For more information about gifts by will or living trust, or if you have already decided to include Advocate in your estate plans, please call Michael Bell, director of planned giving, at 847.384.3418.

Back to back to make a planned gift