Charitable lead trusts provide a means to make a gift over time to George Fox University, and at the end of the trust term, distribute the remaining trust assets to children or grandchildren with significant savings on estate and gift taxes. [a href="exmp_leadtrust.html">[Example]
Highlights
Reduce or eliminate transfer taxes on assets passed on to loved ones
Receive a charitable income, gift, and estate tax deduction
Provide an income stream to George Fox University for a period of time
George Fox University's advancement office would be glad to provide assistance to you and those advising you with your estate plans. For additional information about charitable lead trusts, please contact Al Zimmerman by e-mail at azimmerman@georgefox.edu or phone at 503-554-2106.
This page was last updated 3-29-2008 13:27:17.
For questions or comments about this page, please email the webmaster.
