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Charitable Lead Trusts
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How It Works
 You contribute securities or other appreciating property to a charitable lead trust.
 The trust makes fixed annual payments to National Rehabilitation Hospital 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 National Rehabilitation Hospital 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 National Rehabilitation Hospital can be set so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
- You have the satisfaction of making a significant gift to National Rehabilitation Hospital now that reduces the taxes due on transfers to your heirs later.
More
To learn more about charitable lead trusts, Email us, complete the Information Request Form, or call us at 202.877.1772 so that we can assist you.
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A planned gift to NRH can provide income for you, your spouse, or designated beneficiaries while giving you the benefit of immediate charitable deduction
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