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PLANNED GIVING

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Charitable Lead Trusts
(Is this gift for you?)

A charitable lead trust is for you if ...

  • You hold appreciating assets that you want to pass on to the next generation.
  • You want to reduce your gift and estate taxes.
  • Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
  • You are looking for techniques that will give your family more of your estate over a longer period of time.
  • You want your gift to provide a stream of income to us.

For more information

Email us, complete the personal illustration form, or call us at (860) 945-5923 so that we can assist you through every step of the process.

Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org

Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org

The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756

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