Charitable Lead Trust

     


    How It Works

    • You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
    • The trust makes annual payments to Mills-Peninsula Hospital Foundation for a period of time.
    • When the trust terminates, the remaining principal is paid to you or heirs.

    Benefits

    • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
    • The amount and term of the payments to Mills-Peninsula Hospital Foundation can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
    • All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.

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