CHARITABLE LEAD TRUSTS
CHARITABLE LEAD ANNUITY AND UNITRUST
Charitable Lead Annuity Trust
This trust pays a fixed dollar amount each year to Gilda’s Club Kentuckiana. It is often most appealing when interest rates are low, as the fixed payment structure can maximize the value of the charitable deduction.
Charitable Lead Unitrust
This trust pays a variable amount to Gilda’s Club Kentuckiana each year, based on a set percentage of the trust’s annually revalued assets. If the trust’s assets grow, the annual payments to Gilda’s Club increase accordingly.
Both types of trusts allow you to:
- Support the mission of Gilda’s Club Kentuckiana during your lifetime or for a set period;
- Transfer wealth to loved ones with potential gift or estate tax benefits; and
- Structure your giving in a way that reflects both your philanthropic goals and your family’s financial future.
