A Charitable Lead Trust (CLT) is a great way to support ministries and your family. With a CLT, money is paid first to a charity you designate for a specified amount of time. At the end of the trust period, the balance of the trust goes to a designated beneficiary, typically the family of the trust creator.
Give a gift that qualifies for a partial charitable tax deduction
Name multiple beneficiaries
Choose from various investment model options
Reduce estate taxes and avoid capital gains tax
Orchard Alliance will assist you with your stewardship goals as you use the resources God has given to provide for yourself, your family and the work of the Kingdom. We can serve as trustee, managing your CLT with your input, freeing you from an administrative burden and ensuring that you receive the maximum benefits for which you qualify.
For more information on a CLT, please fill out the questions form below or give us a call at 833-672-4255.