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How to Give :: Charitable Lead Trusts
Charitable Lead Trust
This is the right giving vehicle for you if you:
- Would like the capital value of marketable or income-producing assets to remain in your family
- Do not need the income stream from these assets for a period of time
- Already make gifts that exceed the allowable deduction limits for income tax purposes (optional).
Minimum Contribution Required: $1,000,000
This vehicle can be funded with the following asset(s): Cash; Appreciated Marketable Securities; Real Estate; Other Assets.
The income from this planned gift can be designated to: Area of Greatest Need; Scholarships; Professorships; Endowment; and the Conservatory.
Taking the next step:
To learn more about charitable lead trusts, please contact the Gift Planning staff at gift.planning@oberlin.edu or 440-775-8599. We also encourage you to fill out the request for more information form so we may better assist you.
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