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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 Rochester Institute of Technology 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 RIT 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 RIT 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 RIT 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 1 (800) 477-0376 so that we can assist you through every step of the process.