You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to Vassar for a few years.
A charitable lead annuity trust is a perfect instrument to make a generous gift to Vassar while reducing or eliminating estate and gift taxes. Vassar College will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Jeremy Goldberg, Assistant Director of Estate Gift Planning
jeremygoldberg@vassar.edu
845-437-5429