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Charitable Lead Trust

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Term of
Years
Income to OXY
Trust to Family
Charity image

Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable income tax deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays Occidental College income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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"We believe that Oxy students become great leaders, thinkers and changemakers because of the transformative experience at Occidental. Growing the endowment through planned gifts will ensure that generations of Oxy students continue to make a positive impact on the world."

--Gil Kemp P'04
Trustee and Campaign
Steering Committee Co-chair

--Barbara Gibby '68 and
Dr. Michael G. Gibby '68

Trustee

"Once I heard about the Campaign, I knew that it was important to be part of it. I am delighted to commit to my legacy gift because Oxy gave me the foundation to do positive things in life. The College continues to provide that opportunity for today's students and should have the support to play that role indefinitely."

--Gloria Duffy '75
Trustee and Campaign Steering Committee member