Charitable Lead Trust

Your hard work has paid off and your business is growing. How can you preserve some of its value for your family?

 


How It Works

  • You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
  • The trust makes annual payments to The Hotchkiss School for a period of time.
  • When the trust terminates, the remaining principal is paid to you or heirs.

Benefits

  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to Hotchkiss can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.


Plan-a-Gift ™

Our interactive Plan-a-Gift™ will recommend the best gift plan to meet your individual needs based on your age, goals and assets, and will help The Hotchkiss School at the same time.

Get Started

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. I am here to help and will gladly discuss your needs, goals, and possible gift options.

Brent Alderman Sterste, Director of Gift Planning
baldermansterste@hotchkiss.org
(860) 435-3263
11 Interlaken Road
Lakeville, CT 06039-2141