Lead Trusts

Columns and Articles / Lead Trusts

Here’s the one gift plan that pays you upfront! Donors like lead trusts too, because they lower the tax cost of passing appreciating assets on to the next generation. Prospects who are investors or own a family business will want to learn more about what a lead trust can do for them.

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Charitable Lead Trusts

An overview of lead trusts that focuses on their usefulness in estate and family-wealth planning – and minimizes dense tax and gift-detail technicalities of this complex gift plan. Highlights...

Price: $255.00 | Product ID: 1016

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"