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Personal Calculators

Charitable Lead Trusts
(Gift illustration)

How it works

You contribute securities or other appreciating assets to a charitable lead trust.

The trust makes annual payments to K-LOVE 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 K-LOVE 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 K-LOVE 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 K-LOVE now that reduces the taxes due on transfers to your heirs later.

For more information

Email us, complete the personal illustration form, or call us at 850-455-8081 so that we can assist you through every step of the process.

K-LOVE
5700 West Oaks Blvd.
Rocklin, CA 95765