Charitable Lead Trust

Rhode Island Hospital donor wall

Planned Giving

For more information about planned giving, please contact John Garcia at 401-606-4615 or email  John.Garcia@lifespan.org.

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Did you know that now is the perfect time to create a charitable lead trust? Historically low IRS discount rates provide a wonderful opportunity to make a gift to Rhode Island Hospital Foundation and transfer assets to your heirs—with significantly reduced tax consequences.

This gift option is the opposite of a charitable remainder trust. A donor places assets in a trust to generate annual income for Rhode Island Hospital Foundation, usually for a fixed number of years.  When the term of years ends, the trust terminates and the assets pass to the donor’s heirs.

Features of a Charitable Lead Trust

A charitable lead trust:

  • Provides initial annual support for Rhode Island Hospital Foundation
  • Allows you to transfer assets to your heirs with sharply reduced gift or estate taxes
  • Can be established either during your lifetime or through your will