Charitable Lead Trusts
(Gift illustration)

How it works

	You contribute securities or other appreciating assets to a charitable lead trust.
	The trust makes annual payments to the Binghamton University Foundation for a period of time.
	When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to the Binghamton University Foundation reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to the Binghamton University Foundation can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to the Binghamton University Foundation now that reduces the taxes due on transfers to your heirs later.

For more information

Email us, complete the personal illustration form, or call us at 607-777-4712 so that we can assist you through every step of the process.

The Binghamton University Foundation
Office of Gift Planning
P.O. Box 6005
Binghamton, NY 13902-6005
607-777-4712 | Fax: 607-777-2945