Charitable Lead Trusts
A charitable lead trust is an excellent way to pass highly appreciated assets to heirs with reduced gift or estate tax costs. The charitable lead trust pays an income to ETBU for a specified number of years with the remaining assets reverting to you or to an individual designated by you at the end of the period.
A charitable lead trust is an excellent way to pass highly appreciated assets to heirs with reduced gift or estate tax costs.
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If you have any questions about making a gift, please contact us.
Weekdays between 8:00 am and 4:30 pm CST : (903) 923-2068
Or send your questions by email to:
ccrawford@etbu.edu (Catherine Crawford, Vice President for University Advancement)
dfowlkes@etbu.edu (Dane Fowlkes, Director of Major Gifts)
ptapp@etbu.edu (Paul Tapp, Director of Alumni Development)
