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Deferred/Planned Giving

Charitable Lead Trust

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A donor can create a charitable lead trust by transferring property, money, securities or other assets to a trust that will then make payments to the Diocese for a period of years. At the end of a period of years, the trust distributes the property or assets to a specified beneficiary, usually the donor or donor's family.

Taxation:

  • Donor reports ordinary income on their tax return for trust income for duration of trust

Benefit:

  • Possible estate and gift tax savings.
  • Current federal gift tax or estate tax deduction for the payments that will go to the Diocese
  • Allows for property appreciation and passing on of property with no additional tax
  • Gift tax deduction available to donor who creates a family charitable lead trust

To learn more about ways to give to the Diocese of Raleigh, its parishes, schools, ministries and Catholic Charities please contact the Office of Stewardship and Advancement at (919) 821-9721, or by email to tim.breslin@raldioc.org.