Charitable Lead Trust

With a charitable lead trust, your asset provides income to The Bushnell for a term of years while eventually returning to you or your heirs. 

The charitable lead trust allows you to both make a gift and eventually pass an asset intact to heirs while potentially reducing estate and gift taxes and preserving the appreciated value of the asset.   As with the charitable remainder trust, your assets are managed by an independent trustee for a specified term, typically 15 to 20 years.  Of note:

- lead trusts may be funded with a variety of assets, including cash, securities, or real estate.  Assets that are expected to appreciate in value are especially good vehicles to use.
- the trust pays income to The Bushnell for the established term after which the assets pass directly to the donor's beneficiaries
- you are eligible to receive an income tax deduction for the present value of the total income to The Bushnell over the term of the trust.  You may realize significant reductions in estate and gift taxes.

For more information about any planned gift option or The Bushnell Legacy Society, please contact:
Ellen Nattila, Senior Major and Planned Gifts Officer
The Bushnell Center for the Performing Arts
166 Capitol Avenue
Hartford, CT  06106
Tel:  (860)987-6071   Fax:  (860)987-6002
E-mail:  ellen_nattila@bushnell.org

The information on this website is not intended as legal or financial advice.   The Bushnell strongly encourages you to discuss this, and any, planned giving option with your attorney and/or financial advisor to confirm that it meets your financial and philanthropic objectives.