Your Options with a Charitable Lead Trust
With a donation in the form of a charitable lead trust, you can benefit from the tax savings that result from supporting Archdiocese of Chicago without giving up the assets that you'd like your family to receive someday.
There are two ways that charitable lead trusts make payments to the Archdiocese:
- A charitable lead annuity trust pays a fixed amount each year and is more attractive when interest rates are low.
- A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the Archdiocese go up as well.