How Will Your Legacy of Caring Continue?

Support LSS of Northern California in a meaningful way through a planned gift that will leave a legacy to be remembered by future generations.

Planned Giving

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Leading for the Future

Leading for the Future
Luke and Cynthia always found time to volunteer and support a few charities and their church. As they began looking at their will and trust, they wanted to give back in a way that would help those charities continue their mission while also looking for a way to care for their grandchildren in the future.

Luke: We heard that now is the best time in years to set up a charitable lead trust. We could fund the trust with cash or stock and the trust would pay income to our charities of choice, with the rest of the trust value going to our grandchildren in the future.

Cynthia: We liked the fact that our grandchildren would be well cared for and that we could see the result now of our gifts to charity.

Luke and Cynthia were also pleased to learn that taxes on the gift to their grandchildren would be significantly reduced by the added benefit of a gift tax charitable deduction. After the income is paid to the charity, the remaining trust value would go to their family with very little tax owed.

Luke: Cynthia and I found that by using a charitable lead trust, we could accomplish our goals of helping both family and our favorite charity during our lifetimes.

Is a charitable lead trust right for you?


A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.


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