Newsletters

Have you thought about creating a scholarship fund to help young people get a good education . . . but are unsure how to go about it? * Do you feel overwhelmed just thinking about the rules and regulations for creating and maintaining a scholarship fund? * Do you have a specific area of education…

Like a Charitable Remainder Trust, a Charitable Lead Trust can be created when the client/donor contributes appreciated property to the trust. And like a CRT, a CLT can accept any type of property, such as cash, stocks, bonds, real estate, etc. However, while a CRT makes annual payments to the Donor and then distributes the trust assets to the designated charities upon the Donor’s death; a CLT makes annual contributions to the Donor designat- ed charities until the death of the donor and then distributes the remaining assets to the individual beneficiaries selected by the donor.

Download and print the newsletter here

Download and print the newsletter here

Download and print the PDF here

Download and Print the PDF Newsletter