Charitable Lead Trust

Did you know your estate can be taxed to your heirs?

A Charitable Lead Trust enables you to preserve a portion of your estate and pass assets tax-free to your heirs.

This arrangement provides income to the AACR Foundation for a specified number of years, after which the trust property typically passes to the donor’s heirs. Income-producing assets that are expected to gain in value such as stock or real estate are irrevocably transferred to a trust. The AACR Foundation receives income from the trust for the specified number of years, after which the property in the trust is transferred to the heirs without the imposition of any additional taxes.   

Use our Planned Giving Calculator. The calculator is designed to provide you with an illustration of the income and tax benefits to which you may be entitled if you establish a charitable lead trust to benefit the AACR Foundation. From the "gift type" drop-down menu, select Charitable Lead Annuity Trust.

The purpose of this web page is to provide information of a general character only. The AACR Foundation is not engaged in rendering legal or tax advisory service. Advice from legal and tax counsel should  be sought when considering these types of gifts.

Through planned giving, you can reach your financial goals of today, and give hope for the future of cancer research.

The American Association for Cancer Research (AACR) is a 501c3 registered nonprofit organization with offices at 615 Chestnut Street, 17th Floor, Philadelphia, PA 19106 | 215.440.9300