Daily life at MSF hospital in Yemen
MSF nurse María José Blanco performs outreach activities at a mobile clinic in Abs district in March 2017.
YEMEN 2017 © Gonzalo Martinez/MSF
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Charitable lead annuity trusts

What is a charitable lead trust?

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 Beth Golden, Senior Planned Giving Officer, at 212.655.3771 or beth.golden@newyork.msf.org.