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Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to ECU
Trust to Family
Charity image

Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays East Carolina University income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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Kendra Alexander Kendra Alexander
Gift and Estate Planning Officer
alexanderk@ecu.edu
252-328-9566
Greg Abeyounis Greg Abeyounis
Associate Vice Chancellor for University Development
abeyounisg@ecu.edu
252-328-9573
Mark Hessert Mark Hessert
Associate Executive Director of the Pirate Club
hessertm@ecu.edu
252-737-4543

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.