If your estate is large enough to be taxable, you may wish to consider the benefits of the Charitable Lead Trust (CLT).  The CLT is typically funded with assets used to provide income to charity for a specified period, then returning the assets to the donor or the donors chosen beneficiaries.  CLTs can be used during lifetime or after death as a tax avoidance tool.

A Testamentary Charitable Lead Trust (CLT) allows your estate to reduce or eliminate estate taxes by benefiting UPCI ministries during the life of the trust, then pass along the corpus of the trust to your family upon the trusts termination.  For this reason, CLTs are often utilized in an Estate Planmore

Charitable Lead Trusts are sometimes also established during lifetime, and can offer tax and other advantages to the donor.

The United Pentecostal Foundation can establish and serve as trustee of a Charitable Lead Trust.

If you would like to have someone contact you regarding establishing a Charitable Lead Trust, please email us by clicking on the following link smdrury@upci.org.