Charitable Lead Trust

Protect Your Assets

You can benefit from the tax savings that result from supporting Marin Humane without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.

There are two ways that charitable lead trusts make payments to Marin Humane:

A charitable lead annuity trust pays a fixed amount each year to Marin Humane and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Marin Humane go up as well.

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See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

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An Example of How It Works

Father smiling with childrenGeorge would like to support Marin Humane and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to Marin Humane each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $873,110. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

George's trust pays $175,000 (7 percent of the initial fair market value) to Marin Humane each year for 15 years, which will total $2,625,000. After that, the balance in the trust goes to his children. Assuming a 6 percent investment return, the children will receive approximately $1,918,101.

*Assuming annual payments and a 2.4 percent charitable midterm federal rate.

Watch an Example of How it Works

Next Steps

  1. Contact Joe Lisella at 415.506.6257 or jlisella@marinhumane.org to talk about supporting Marin Humane by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Marin Humane in your plans, please use our legal name and federal tax ID.

Legal Name: Marin Humane Society
Address: 171 Bel Marin Keys Blvd., Novato, CA 94949
Federal Tax ID Number: 94-1156562

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

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