It provides a lifetime income for you and your beneficiaries. With a Charitable Lead Trust , the trust pays an annuity to the College for a specific number of years, and then the assets revert to the donor's heirs with significant estate and gift tax savings. With a minimum gift of cash or securities, a person can become part of the Charitable Gift Annuity program. Since the College pays a fixed annual annuity at a rate based upon the age of the annuitant, this type of gift is more appropriate for persons age sixty and over. For further information about funding a scholarship for a deserving Assumption student, please contact the Office of Institutional Advancement at Assumption College.
All information is strictly confidential.