Charitable Lead Trust
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.
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 support the areas at Notre Dame most dear to you.
How A Charitable Lead Trust Works
- You make a contribution to fund a trust that pays income to the University of Notre Dame for a number of years.
- You receive a gift or estate tax deduction at the time of your gift.
- After a period of time, your family receives the trust assets plus any additional growth in value.
Contact Us To Get Started
Charitable lead trusts are complex philanthropic vehicles. Our staff of experts would be honored to work with you and your advisors in creating a plan that fulfills your personal intentions and objectives. Please contact our Office of Gift Planning if you would like to learn more. We are happy to work with you and your financial advisor(s) to determine if a charitable lead trust would benefit you, your loved ones and Notre Dame.
A Giving Society
Gifts made through your estate, charitable remainder trusts, and donor advised funds are just a few of the ways to qualify for membership in the Badin Guild, the planned giving gift society. Members of the Badin Guild have access to exclusive events as well as unique opportunities to engage with the campus community.