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Gift illustration

How it works

	You contribute securities or other appreciating assets to a charitable lead trust.
	The trust makes annual payments to the Children's Hospital Trust for a period of time.
	When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to Children's reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to Children's can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to Children's now that reduces the taxes due on transfers to your heirs later.

For more information

E-mail us, complete the personal illustration form, or call us at (617) 355-8062 so that we can assist you through every step of the process.