Main Navigation
- Majors & Minors
- Study Abroad
- Academic Calendar
- Central Curriculum
- Course Catalog
- Faculty
- Blough-Weis Library
- Center for Academic Achievement
- Honors Program
- Winter Session
- Visit
- Apply
- Deposit
- Due Dates
- Admission Representatives by Region
- First-Year
- Transfer
- International
- Tuition & Financial Aid
- Net Price Calculator
- Housing & Dining
- Student Activities & Programs
- Fun On Campus
- Title IX
- Bias Response
- Athletics
- Our Campus & Location
- Diversity Matters
- Center for Diversity & Inclusion
- Our Leadership
- History and Traditions
- In the Community
- Newsroom
- Title IX
- Staff
- Athletics
- MySU
- Event Calendar
- Sustainability
Planned Giving
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 SU
Trust to Family
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
- You make a contribution of your property to fund a trust that pays Susquehanna University income 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.
Sample Charitable Lead Trust Scenario
Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission. At the same time, they were looking for a way to care for their family in the future.
Luke: We heard that now is the best time in years to set up a charitable lead trust. We could fund the trust with cash or stock and the trust would pay income to the charity for a number of years, with the rest of the trust value going to our children in the future.
Cynthia: We liked the fact that our children would be well cared for and that we could see the result now of our gifts to our favorite charity.
Luke and Cynthia were also pleased to learn that taxes on the gift to their children would be significantly reduced by the added benefit of a gift tax charitable deduction. After the income was paid to our organization, the remaining trust value would go to their family with very little tax owed.Cynthia: We liked the fact that our children would be well cared for and that we could see the result now of our gifts to our favorite charity.
Luke: Cynthia and I found that by using a charitable lead trust, we could accomplish our goals of helping both family and our favorite charity during our lifetimes.
Is a charitable lead trust right for you?
A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.
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.