Thank you for considering a planned gift to the Conventual Franciscan Friars of the Province of Our Lady of Consolation.

A charitable lead trust is designed to provide financial support to the Friars for a specific length of time, with the remaining assets eventually going to family members or other beneficiaries. A charitable lead trust is designed to reduce a donor’s potential tax liability, upon receipt of their non-charitable beneficiary’s inheritance.

A charitable lead trust is created when a donor irrevocably transfers assets or cash into the trust.  Cash payments are annually distributed out of the trust to the Friars, for a set amount of years, and after that time period expires, the balance of the trust is then paid out to the named beneficiaries. This type of charitable trust creates a continuous way for the donor to provide regular, reoccurring charitable contributions, without having to manually issue periodic payments.

To create a charitable lead trust, you will need the guidance of an experienced legal professional.

We Love to Help

If you have any questions please don’t hesitate to contact us. We make it as easy as pushing a button.