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University of Denver Giving University of Denver Giving

"Loan" an asset, then pass to family.
It's called a charitable lead trust.
  • You place assets in a trust for a number of years. You select the time frame.
  • During that period, we receive income from the trust. You select the payout percentage.
  • At the end of the trust, control of the assets passes to your family.
  • Although you do not receive an income tax deduction, you are able to preserve your estate and minimize transfer taxes.

This arrangement may be right for you if:

  • You have assets you wish to pass to family, and you expect those assets to appreciate in the future.
  • You have a taxable estate and wish to maximize your available exemptions.

   
University of Denver || Office of Gift Planning || 2190 E. Asbury Ave. || Denver, CO 80208 || 303.871.2739