Charitable Lead Trusts

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. [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 Dave Adrian by e-mail at dadrian@georgefox.edu or phone at 503-554-2113.

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