Income for Life

A charitable lead trust minimizes estate taxes on assets you intend to leave to your children or grandchildren, particularly when those assets are expected to appreciate.

After transferring your assets, the charitable lead trust provides fixed amount payments to The Endowment Fund for a specific term of years or for your lifetime. Thereafter, the trust's principal passes on to your heirs or beneficiaries.

Additional appreciation of assets is not subject to estate taxes for the term of the trust.

What are the benefits to you?

• Reduces taxes that would otherwise be due on assets left to children and grandchildren
• Allows donor to make a substantial charitable gift over a period of years until major assets are passed on

How to Begin

For more information about how planned giving and legacy opportunities can work for you, your family, and your community contact Deborah Chapman Goldstein, Director of Planned Giving and Endowment at 518-783-7800, ext. 230, dgoldstein@jewishfedny.org or your personal financial advisor today.

United Jewish Federation of Northeastern New York and United Jewish Communities Planned Giving and Endowment does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.