Planned Giving
Planned Giving
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 Modules 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 BC 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.
Next
- Frequently asked questions about Charitable Lead Trusts.
- Contact us so we can assist you through every step.
Ways To Make A Gift
The Impact of Your Gift
Sally Ann is a Charlotte W. Newcombe Scholar, a Joel M. Weiner ’66 Honors Scholar, the recipient of the Bloomfield College Tuition Scholarship, Lucy C. Galiato Scholarship, and the Angelina and Salvatore Iannelli Scholarship.
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