Provide for Your Loved Ones and the Foundation
Charitable Lead Trusts
Do you want to benefit from the tax savings that result from supporting the Foundation, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.
There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to the Foundation and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the Foundation go up as well.
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.
- Contact Natalie Baker at 404-413-3425 or email@example.com to talk about supporting the Foundation by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include the Foundation in your plans, please use our legal name and Federal Tax ID.
Legal Name: the Georgia State University Foundation, Inc.
Address: P.O. Box 3965 Atlanta, GA 30302-3965
Federal Tax ID Number: #58-6033185
Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.View My Free Brochure
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.