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Jewish National Fund's award-winning Planned Giving Department helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn what types of assets make the best gifts, and how to make a gift that provides tax benefits and even life income.
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.
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.