Current IRS charitable deduction tax rate close to historic low:
Now is the time to establish a Charitable Lead Trust!

Want to support Alpha Tau Omega using assets that would later return to your family and avoid estate taxes?

Consider using a Charitable Lead Trust! If you have been thinking about using this tool or want to find out more about it, NOW is the time to contact your estate planning attorney or financial planner.

CLTs allow you to temporarily place assets in a trust in order to remove those assets from your estate, make significant annual gifts to ATO Foundation (or other charitable organization), obtain a tax deduction for doing so and then either take back the assets or pass on to your heirs.

The reason to act now is because the interest tax rate that the IRS uses to determine the charitable tax deduction is close to a historic low and when that happens, the calculation of the annual charitable gift rises in value (and so does your tax deduction). Not only does a low discount generate a greater tax deduction, it allows you to return the asset to your family earlier!

For more information or to calculate how this might benefit you, your heirs and Alpha Tau Omega, contact your professional advisor TODAY!