When you make a gift to a lead trust, this trust makes payments to The Arc of Massachusetts for a determined number of years. At the end of the term, the assets are transferred to your family. However, you make the gift to your family in the year the trust is created. Therefore, you are entitled to a substantial deduction because of the charitable interest and the time delay before your family enjoys the assets. A trustee independently manages the trust.

A Charitable Remainder Trust

A charitable remainder trust provides you with income payments for life or a term of years. There is no capital gains tax on the transfer of appreciated assets to the trust or a subsequent sale by the trust of the assets. When the trust terminates, the remaining assets are transferred to The Arc of Massachusetts. Charitable remainder trusts come in many forms and can be tailored to meet your financial situation and goals. A trustee independently manages the trust.

You should consult with your attorney and tax advisor to determine how these various options might affect your personal tax and estate planning objectives.

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