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Charitable Lead Trust

A charitable lead trust is a special type of charitable trust that receives and holds income-producing assets for a specified term of years. During this time, the trust makes annual income payments to charity and then, at the end of trust term, the assets are distributed to the donor�s family or returned to the donor. This is also an irrevocable gift.

Details of a charitable lead trust

Benefits of a charitable lead trust

A charitable lead trust can be established at Juniata for a minimum gift of $100,000. The minimum age of the income beneficiaries is 35.