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← The Trust CollectionCharitable & Purpose Trusts
VI.2

Charitable Lead Trust (CLT)

Giving First

This trust feels visionary and values-oriented. It flips the structure of a CRT: charity benefits first, family benefits later. That creates a fascinating emotional and philosophical framework.

What it is

A Charitable Lead Trust is a trust that provides payments to charity for a specified period of time, after which remaining assets pass to family members or other beneficiaries.

Why people use them
  • support charitable causes
  • reduce estate taxes
  • transfer appreciating assets strategically
  • create long-term philanthropic structures
Biggest myth

“Philanthropy and family planning are separate things.”

Often they are deeply connected. Many families want to support causes they care about while still preserving assets for future generations.

Who this trust is good for
  • Philanthropic families
  • High-net-worth individuals
  • Business owners
  • Legacy planners
  • Families with charitable missions
The Deeper Idea

This trust asks: "What if giving itself became part of the inheritance?"

Conversations We’re Having About This Trust
“The trust where charity comes first.”
“Advanced charitable planning explained simply.”
“Can giving reduce estate taxes?”
More in Charitable & Purpose Trusts

Giving with Intention

VI.1

Charitable Remainder Trust (CRT)

Income Now, Impact Later

VI.3

Family Foundation Structures

Institutionalizing Values

VI.4

Donor-Advised Fund Strategies

Modern Philanthropy

VI.5

Legacy Giving Trust

Directing Wealth Toward Meaning

Browse All Eight Categories

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