Imagine being able to support causes close to your heart while also minimizing your tax burden. That's exactly what Margaret achieved through a charitable lead trust. By transferring assets into the trust, she not only provided vital support to charities like CRCNA, but also enjoyed significant tax benefits over a 10-year period. Margaret's annual gift of $10,000 made a real difference, and you could do the same or even more by donating a percentage of your trust's initial value.
And here's the best part: after a decade of making a difference, any remaining assets can come back to you or your chosen beneficiaries. This means your impact lasts long after your initial contribution.
But it's not just about tax advantages; it's about leaving a legacy and making a meaningful impact on causes that matter. With a charitable lead trust, you have the power to create positive change while securing your financial future. Join Margaret in making a lasting difference through smart, strategic giving.
