This allows you to transfer certain assets into this trust for the present benefit for you and your family, leaving the remainder as a gift to a charity. You create immediate income-tax deductions, increase the income stream from the assets invested in the trust, avoid a current capital gains tax on the sale of the appreciated assets, and ultimately benefit the university. This fund managed by Ashland University provides an excellent income stream for the life of a donor or beneficiary and offers good tax benefits. Charitable Lead Trust - Give the university use of income from specific assets for a period of years before reclaiming for personal or family use and receive significant tax breaks. Life Insurance - Include Ashland University as the beneficiary of an existing life insurance policy.
All inquiries remain confidential.