A Charitable Lead Trust is established by a donor to transfer assets to a trust that provides income to a not-for-profit organization for a period of years. At the end of that period, the trust assets revert either to the donor or to someone else the donor designates (such as the donor’s heirs or other beneficiaries). If you are interested in establishing a charitable lead trust, you should consult with your attorney, accountant or other qualified professional for advice on estate and tax planning.
Please contact Brenda Cherpitel at (800) 274-2237, Ext. 4452 for more information regarding the AAFP Foundation Planned Giving opportunities.


