Charitable Lead Trusts

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How It Works

	You contribute securities or other appreciating property to a charitable lead trust.
	The trust makes fixed annual payments to Perkiomen for a period of time.
	When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to Perkiomen reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to Perkiomen can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to Perkiomen now that reduces the taxes due on transfers to your heirs later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at 215-679-9511 so that we can assist you.