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Charitable Lead Trust

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Charitable Lead Trust

 

Click to play video which describes a gift of charitable lead trust

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 Heritage Christian Services 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 Heritage Christian Services 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.


Corporate Office

275 Kenneth Dr., Suite 100
Rochester, NY 14623
T: (585) 340-2000
F: (585) 340-2006
TDD: (800) 662-1220

Regional Office

130 John Muir Dr., Suite 106
Amherst, NY 14228
T: (716) 743-2020
F: (716) 743-1838
TDD: (800) 662-1220

Are you or a loved one seeking support?

Call our office and ask for the resource advisor. Our staff can answer questions and suggest services that make sense for you or loved ones. Call (585) 340-2000 or (716) 743-2020

Heritage Christian Services, Inc. is an equal opportunity program provider and employer, and complies with Title VI of the Civil Rights Act of 1964 (“Title VI”) and the Americans with Disabilities Act (ADA). Learn more about Title VI here. HERITAGE CHRISTIAN SERVICES COMPLIANCE HOTLINE - Call (585) 340-5797 © Copyright 2020, Heritage Christian Services. All rights reserved. The Consolidated Appropriations Act (CAA), federal legislation passed in 2020, requires health plans to make provider cost information publicly available to members and plan participants. To maintain compliance with this mandate we are proving a link to Excellus’ website with Machine Readable Files (MRFs) which includes provider pricing and cost information for all fully insured group and individual plans, as well as self-funded group health plans. Learn more here.

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