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gift planning

Charitable Lead Trusts

A charitable lead trust is an extremely tax-efficient way of ensuring that assets are passed to heirs while at the same time, making a significant contribution to Chautauqua.  You as the donor, designates a trust term of years, whereby a stream of income funds the program(s) you are interested in supporting at Chautauqua, then at the end of that term, the principal goes to family members or friends that you have named. 

A charitable lead trust enables you to make a significant deferred gift to heirs at a very low gift tax rate.  It also reduces your taxable estate. 

There are several types of lead trusts you might consider, and you should consult with your professional advisors to see if this type of gift makes sense for you. 

By arranging a charitable lead trust for the benefit of Chautauqua, you are entitled to become a member of the Eleanor B. Daugherty Society. 

For more information, contact:

Karen Blozie
Director of Gift Planning
P.O. Box 28
Chautauqua, New York 14722
(716) 357-6244 
kblozie@ciweb.org