A charitable lead trust allows you to provide a stream of income for MSF's work while preserving assets for your heirs.

How a Charitable Lead Trust Works

You transfer cash, securities, or other assets to a trust.  The trustee invests the assets, and the trust pays makes annual payments to MSF for a period of time you select.  When the trust terminates, the remaining amount is paid to you or your heirs.

The trust may be a Charitable Lead Annuity Trust (fixed payments) or a Charitable Lead Unitrust (fixed percentage).

Benefits of a Charitable Lead Trust

  • Reduction in transfer tax due on amount passing to your heirs.
  • Any appreciation in trust value over the terms of the trust passes to your heirs free of gift and estate tax.
  • Control over when your heirs inherit trust assets.
  • The satisfaction of making a meaningful gift to MSF during your lifetime.

To learn more, please contact your attorney or accountant, or contact Beth Golden, Planned Giving Officer at 212-655-3771 or beth.golden@newyork.msf.org.

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