Tax Free Inheritance

A charitable lead trust allows you to make charitable donations to The University of Alabama using funds that will one day be returned to you or your heirs. Instead of providing income to you, a charitable lead trust provides income to the University over a set number of years. When the term of the trust ends, the assets used to fund the trust revert to you or are distributed to whomever you designate, such as your children or grandchildren. Charitable lead trusts have been used to transfer wealth from generation to generation while limiting, or possibly eliminating, gift and estate taxes.

By setting up a charitable lead trust, you help UA students now and for several years to come, while protecting your family assets.

For answers to frequently asked questions about charitable lead trusts, click here.

Contact us and we will be glad to send you a booklet with more information on this subject with no obligation on your part.

By including The University of Alabama in your will or other estate plan, you qualify for membership in the Denny Society.  Click here for more information.