Lead Trusts

Brochure/eBrochure / 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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Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

Brochure demystifies planning for at-death gifts, and relates them to prospects’ own estate planning. Clear, accurate overviews of bequests (with sample language included), gifts of retirement...

Price: $385.00 | Product ID: 3007

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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!"