Charitable Lead Trust

  • You may set up a trust that provides income to the fraternity now and then returns to your heirs.
  • This is really good for those seeking to pass assets to others while reducing transfer taxes.
  • Benefits – gift and estate reduction, no capital gain tax on transfer of assets, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.
  • You can fund this with cash, real estate or securities.