A charitable lead trust is a philanthropic vehicle that can provide substantial capital support to the University of Virginia now, and later pass assets on to heirs with a minimum of gift or estate taxes. A lead trust is an ideal vehicle for funding a UVA building project or other immediate need.
The benefits of a charitable lead trust, including possible estate tax, gift tax, and income tax benefits, will vary depending on your financial situation.
Let us thank you. Notify the University of your lead trust and join the Cornerstone Society.
The University of Virginia does not provide legal, tax or financial advice. We strongly recommend that you consult professional advisors on all legal, tax or financial matters, including gift planning considerations. To ensure compliance with certain IRS requirements, we disclose to you that this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.