Wednesday, August 13, 2014

Lead Trusts – The Final Frontier?! | The Planned Giving Blog

Some data and discussion on Lead Trusts(CLT's) from the Planned Giving Blog



Lead Trusts – The Final Frontier?! | The Planned Giving Blog: Lead Trusts – The Final Frontier?!
I can’t tell you how many times I hear consultants or financial planners talk boldly about charitable lead trusts (“lead trusts” or “CLTs”). In fact, I have heard of consultants telling starry eyed clients how lead trusts are going to play a “big role” in their upcoming campaign. Even going so far as to suggest that you can count on a certain percentage of dollars coming via lead trusts.

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