Planned Giving

Charitable Lead Trust

Charitable Lead Trust graphic, How a charitable lead trust works Charitable lead trust Donor contributes cash or other assets to fund the trust. Trust makes payments to charity on a fixed schedule for the term of the trust. Charity Tip: A charity with a donor-advised fund program can receive the payments from a lead trust. 12 Donor 3 Beneficiary Remaining assets in the trust pass back to the donor or another designated non-charitable beneficiary when the trust term expires. Source:

Please contact Allison Tillotson at 205-665-6215 for more information.