Charitable Lead Trust

How it Works Benefits
  • You contribute securities or other appreciated assets to a charitable lead trust.
  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs.
  • The trust makes fixed annual payments to the Columbus Jewish Foundation for a period of time.
  • The amount and term of the payments to the Columbus Jewish Foundation can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • When the trust terminates, the remaining principal is paid to your heirs.
  • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.