Charitable Lead Trust

A gift to the Lucy Robbins Welles Library today with a future return to your heirs.

If you are facing substantial concerns about estate and gift taxes, the charitable lead trust can be an effective solution with a gift of $100,000 or more. A lead trust pays income to the Lucy Robbins Welles Library for a number of years after which the trust terminates and the assets are given back to your heirs. Such a gift allows you to support the Lucy Robbins Welles Library now, with the assets later transferred back to your children or grandchildren at a greatly reduced cost.

Benefits of Gifts from Charitable Lead Trusts

  • No estate or gift tax on growth of assets during trust’s term.
  • Make a gift to the Lucy Robbins Welles Library while also providing for your family.
  • Transfer of property to family members with reduced estate and gift tax.