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Planned Gifts

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The Best Time to Make This Gift

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The charitable midterm federal rate (the interest rate used in calculating the amount of the gift subject to tax) was the lowest it has ever been in November 2012. When the rates are low, it means a higher tax savings for funding a charitable lead trust. The best gift tax breaks, combined with assets that may be depressed in value temporarily, create the perfect opportunity to consider a lead trust.

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The charitable lead trust is especially attractive to the Aquarium of the Pacific supporters when interest rates are low, because of the increased tax benefits.
With the most common version of the lead trust, the tax savings is in the form of gift-estate taxes, not income taxes. So this strategy may be right for you if you're in a situation where your wealth would most likely be subject to estate taxes at your death. Creating a charitable lead trust can provide you with significant tax relief while providing us with financial support.
Gift Calculator Calculate how a charitable lead annuity trust or a charitable lead unitrust can benefit you.

Your legal and tax advisors can help you determine whether a charitable lead trust is right for you. We're also happy to answer any questions you may have. Just contact Theresa Duncan at 562-951-1664 or tduncan@lbaop.org.


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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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