

Charitable Lead Trusts
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.
More
To learn more about charitable lead trusts, Email us,
complete the Information Request Form, or call us at (610) 558-5513 so that we can assist you.
Neumann College
One Neumann Drive
Aston, PA 19014-1298
(610) 558-5513 | Fax: (610) 558-5621

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