Community First Foundation can be named as the initial beneficiary of a charitable lead trust; the donor specifies when Community First Foundation's interest will terminate. The trust then continues for the benefit of, or terminates in favor of, one or more specified individuals. There is usually a significant tax benefit with this plan. This type of gift may appeal to donors looking for a tax-efficient way to pass wealth to their heirs while making an immediate impact with their giving.

For additional guidance, please call 720.898.5900.

To read more, select any of the following from Charitable Giving Booklets:

The Charitable Lead Trust: How to Give and Pass Wealth to Your Heirs
All Charitable Giving Booklets