The Boomerang Charitable Gift: Creative Estate Planning for Family & Community
May 8, 2015
Many families have a strong desire to give back to the communities that fostered their success, but feel conflicted because they also want to leave an inheritance to their loved ones. What many people don’t realize is that there are tools that can help you fuel your philanthropic goals for many years while also providing a sizeable, nearly tax-free gift to your family.
In a recent article for The Denver Foundation’s Give Magazine, our Senior Trust Officer, William Schmidt, discusses the Charitable Lead Annuity Trust, a trust made famous by Jackie Kennedy Onassis, and the creative roll it can play in furthering your philanthropic and family legacy.