A charitable lead trust allows you to support the lifesaving work of Doctors Without Borders/Médecins Sans Frontières (MSF) while safeguarding assets for your loved ones. You transfer cash, securities, or other assets to a trust. The trustee invests the assets, providing annual payments to MSF for a period of time that you select. When the trust terminates, the remaining amount is paid to you or your heirs with the benefit of a reduced transfer tax.
The trust may be a charitable lead annuity (fixed payments) or a charitable lead unitrust (fixed percentage).
What are the benefits of a charitable lead trust?
Reduction in transfer tax on the amount passing to your heirs
Appreciation in trust value passes to your heirs free of gift and estate tax
Control over when your heirs inherit trust assets
To learn more, please contact your attorney or accountant, or Lauren Ford, Associate Director, Planned Gift Administration, at 212.763.5750 or email@example.com.