Charitable Lead Trusts

Charitable Lead Trusts

With a charitable lead trust, the Monticello Area Education Foundation receives the income from the donor's assets for a specified period of time, after which the asset is transferred back to the donor or the donor's heirs. A lead trust can reduce gift and estate taxes or provide a charitable deduction for the donor.

As with all major financial decisions, you should consult with your attorney and financial advisors if you decide to make a planned gift to the Monticello Area Education Foundation. If you and your advisors would like further information, you can request planned giving information in confidence from the Foundation.