1. THE PHILADELPHIA FOUNDATION
CHARITABLE LEAD TRUSTS:
YOUR CLIENT CAN ALSO MINIMIZE
GIFT & ESTATE LIABILITIES.
MAXIMIZE WHAT YOUR
CLIENT PASSES ALONG

2. WHEN THE TRUST ENDS, ITS FINAL ASSETS GO
TO YOUR CLIENT OR ANOTHER DESIGNEE.
DONATE
1
YOUR CLIENT
TRANSFERS
ASSETS TO
AN
IRREVOCABLE
TRUST.
SAVE
2
THE TRUST
SHELTERS
INVESTMENT
EARNINGS
FROM TAX AND
OFFERS GIFT,
ESTATE AND
GENERATION-
SKIPPING TAX
BENEFITS.
BUILD
3
THE TRUST
BUILDS A
CHARITABLE
FUND
AT THE
PHILADELPHIA
FOUNDATION.
GIVE BACK
4
THE
TRUST
SUPPORTS
NONPROFITS
WITH
GRANTS.
DISTRIBUTE
5
CONTACT US FOR A CONFIDENTIAL CONVERSATION ABOUT HOW A CHARITABLE LEAD TRUST CAN
WORK FOR YOUR CLIENTS AND THOSE THEY LOVE. | (215) 563-6417
THE PHILADELPHIA FOUNDATION: 1234 MARKET STREET, SUITE 1800, PHILADELPHIA, PA 19107
CHARITABLE LEAD TRUSTS
CAUSE SUPPORT NOW, BENEFICIARY SUPPORT LATER.