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Charitable Lead Trusts
(Is this gift for you?)
A charitable lead trust is for you if ...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
- You are looking for techniques that will give your family more of your estate over a longer period of time.
- You want your gift to provide a stream of income to us.
For more information
Email us, complete the personal illustration form, or call us at (603) 777-3667 so that we can assist you through every step of the process.
Chris Wronsky
Director of Planned Giving
Phillips Exeter Academy
20 Main Street
Exeter, NH 03833
(603) 777-3594
Fax (603) 777-4201
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