Charitable Lead Trust
Protect Your Assets
You can benefit from the tax savings that result from supporting Bone Health and Osteoporosis Foundation without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to BHOF:
A charitable lead annuity trust pays a fixed amount each year to BHOF and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to BHOF go up as well.Watch How It Works
An Example of How It Works
George would like to support BHOF and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7% of the initial fair market value) to BHOF each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $955,700. Assuming the trust earns an average 6% annual rate of return, George receives approximately $767,240 at the end of the trust term.
*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
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Submit a few details and see how a charitable lead trust can benefit you.
- Contact Debra Erikson at 703-647-3030 or email@example.com to talk about supporting BHOF by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include BHOF in your plans, please use our legal name and federal tax ID.
Legal Name: Bone Health and Osteoporosis Foundation
Address: 251 18th Street, Suite 630, Arlington, VA 22202
Federal Tax ID Number: 36-3350532