Planned Giving at Seton Keough High School

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Planned Giving

Charitable Lead Trusts

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

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

The trust makes fixed annual payments to Seton Keough High School 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 Seton Keough 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 Seton Keough 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 Seton Keough now that reduces the taxes due on transfers to your heirs later.

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To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at (410) 646-4444 so that we can assist you.