Charitable Lead Trusts

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How It Works

You contribute securities or other appreciating property to a charitable lead trust.

The trust makes fixed annual payments to Butterfield Trail Village Foundation for a period of time.

When the trust terminates, the remaining principal is paid to your heirs.

Benefits

  • The present value of the income payments to Butterfield Trail Village Foundation reduces your gift/estate tax.
  • All appreciation that takes place in the trust goes tax-free to your heirs.
  • The amount and term of the payments to Butterfield Trail Village Foundation can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
  • You have the satisfaction of making a significant gift to Butterfield Trail Village Foundation now that reduces the taxes due on transfers to your heirs later.

More

To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at 479-251-8908 so that we can assist you.




Butterfield Trail Village Foundation
1923 East Joyce Boulevard, No. 163
Fayetteville, AR 72703
479-251-8908
foundation@btvillage.org