Example of Charitable Non-Grantor Lead Annuity Trust

Benefits:

Immediate
Gift tax deduction of $929,880. Remove trust principal from your estate.

Annual
Annual payment to Whitman College of $70,000. Projected total payments to Whitman of $1,750,000 over 25 years.

Future
Projected net to family of $1,864,753 from trust. Reduced estate taxes and costs. Trust growth transferred to family tax-free.