Provide for Your Loved Ones and the SVBF

Charitable Lead Trusts

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Do you want to benefit from the tax savings that result from supporting battlefield preservation, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:

A charitable lead annuity trust pays a fixed amount each year to the SVBF and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the SVBF go up as well.

Check Out This Potential Scenario

Man smilingGeorge would like to support the SVBF and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to the SVBF each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $873,110. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Assuming annual payments and a 2.4 percent charitable midterm federal rate.

Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

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Next Steps

  1. Contact Janice Hannah at (540) 740-4545 or janice.hannah@svbf.net to talk about supporting the SVBF by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the SVBF in your plans, please use our legal name and federal tax ID.

Legal Name: Shenandoah Valley Battlefields Foundation
Address: P.O. Box 897.9386 S. Congress St., New Market VA 22844
Federal Tax ID Number: 54-2007460

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.View My Free Brochure
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