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Planned Giving

Charitable Lead Trust

Charitable Lead Trust graphic, How a charitable lead trust works Charitable lead trust Donor contributes cash or other assets to fund the trust. Trust makes payments to charity on a fixed schedule for the term of the trust. Charity Tip: A charity with a donor-advised fund program can receive the payments from a lead trust. 12 Donor 3 Beneficiary Remaining assets in the trust pass back to the donor or another designated non-charitable beneficiary when the trust term expires. Source: fidelitycharitable.org

Please contact Lizbeth Juarez at 205-665-6217 for more information.

Planned Giving

Gifts for the Future

Wills and Living Trusts

Beneficiary Designations

Gifts that Pay You Back

Charitable Gift Annuity

Charitable Remainder Trusts

Tax Smart Gifts

Charitable IRA Rollover

Charitable Lead Trusts

Securities

Contact us for more information about Leaving Your Legacy at the University of Montevallo.

University of Montevallo Foundation
Kelli J. Holmes
Meroney House, Station 6217
Montevallo, AL 35115
Phone: 205-665-6217
Email: ljuarez@montevallo.edu

Interested in Planned Giving?

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Disclaimer

The information contained on this web page is not intended as legal or tax advice. Donors should, therefore, consult with their personal advisors for such advice.