We hope our website has answered many of your questions about arranging a charitable lead trust to benefit your family and University of La Verne. Here are some actions to take to learn more about this way to provide long-term support of our mission.
- Calculate how a charitable lead annuity trust or a charitable lead unitrust could benefit you.
- Learn more about growing your assets without growing your heirs' tax bills.
- Contact Julia Wheeler at 909-448-4686 or firstname.lastname@example.org with any questions you have, or to arrange an appointment to discuss the benefits of a charitable lead trust with University of La Verne.
Getting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items
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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.