Mother with her children

Charitable Lead Trust

Protect Your Assets

You can benefit from the tax savings that result from supporting Project HOPE without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.

There are two ways that charitable lead trusts make payments to Project HOPE:

A  charitable lead annuity trust pays a  fixed amount each year to Project HOPE and is more attractive when interest rates are low.

A  charitable lead unitrust pays a  variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Project HOPE go up as well.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

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An Example of How It Works

Father smiling with children George would like to support Project HOPE and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to Project HOPE each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $854,311. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Assuming annual payments and a 3.2 percent charitable midterm federal rate.

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

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Next Steps

  1. Contact The Office of Planned Giving at (800) 544-4673, Ext. 472 or giftplanning@projecthope.org to talk about supporting Project HOPE by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Project HOPE in your plans, please use our legal name and federal tax ID.

Legal Name: The People-to-People Health Foundation, Inc.
Address: 255 Carter Hall Lane, P.O. Box 250, Millwood, VA 22646
Federal Tax ID Number: 53-0242962