Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to ODK
Trust to Family
Charity image

Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays Omicron Delta Kappa income for a number of years.
  2. A lead trust can create an income, gift, or estate tax deduction based on its drafting.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.
  4. Please be sure to use the Society's legal name in your paperwork: Omicron Delta Kappa Society and Educational Foundation, Inc.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown