Planned Giving at Kentucky Baptist Foundation
Charitable Gift Planning

Charitable Gift Planning

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Charitable Lead Trust

Lead Trust Diagram
Charitable Cause(s)
You Name

How it Works

  • You contribute securities or other appreciated assets to Kentucky Baptist Foundation as trustee of a charitable lead trust.
  • The trust makes fixed annual payments to one or more charitable causes you name for a period of time.
  • When the trust terminates, the remaining principal is paid to your heirs.

Benefits


  • Income payments to one or more charitable causes you name for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to charity can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.


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Kentucky Baptist Foundation
P.O. Box 436389
Louisville KY 40253-6389
502-489-3533 | Fax: 502-489-3564



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