Charitable Lead Trust
You can benefit from the tax savings that result from supporting Marlborough School without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to Marlborough:
A charitable lead annuity trust pays a fixed amount each year to Marlborough and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Marlborough go up as well.
See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.View My Guide
- Contact Heather Bullock at 323-964-8414 or email@example.com to talk about supporting Marlborough by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include Marlborough in your plans, please use our legal name and federal tax ID.
Legal Name: Marlborough School
Address: 250 South Rossmore Avenue, Los Angeles, CA 90004
Federal Tax ID Number: Please contact us for our federal tax ID number.
An Example of How It Works
George would like to support Marlborough and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to Marlborough each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $854,311. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.
*Assuming annual payments and a 3.2 percent charitable midterm federal rate.Watch to Learn More