The Charitable Lead Trust allows you to benefit from tax savings, support Project SHARE and not have to give up any assets that you'd like your family to receive someday.


There are two ways charitable lead trusts make payments:

A charitable lead annuity trust pays a fixed amount each year to Project SHARE and is more attractive when interest rates are low.4

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 Project SHARE go up as well.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.