Peonies in the flower garden

Charitable Lead Trusts

If you want to make an impact at Shelburne Farms now, and provide for your family later at a reduced tax rate, consider setting up a Charitable Lead Trust.

Charitable Lead Trusts (CLTs) are irrevocable financial planning tools designed to provide support to a charity for a fixed period of time, with the remaining assets eventually going to family members or other beneficiaries. CLTs can be funded with a gift of cash, marketable securities, real estate, etc. 

Simple in concept, CLTs are complex estate planning tools because of the many technical requirements of the IRS. We recommend you consult an attorney who specializes in trusts and estates to explore whether a CLT or similar gift planning tool is right for you.  

Estate Planning FAQs

An estate plan is a crucial aspect of your financial wellness. Having a plan ensures that your wishes are honored after you are gone and your loved ones and the organizations you care about are taken care of. Estate plans indicate who will pay your final expenses and who will receive your assets such as financial accounts, stocks, life insurance policies, personal property, and real estate. Plans generally consist of one or more documents such as a Will, Trust, and/or beneficiary designation forms.

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Sue Dixon

Questions?

A planned gift is one of the most meaningful ways you can show appreciation for Shelburne Farms and support our mission. Through careful gift planning, people often discover that they are able to have even greater impact than they had imagined possible. Learn more about the Shelburne Farms Legacy Circle.

Questions? Contact Sue Dixon Special Gifts Coordinator, at sdixon@shelburnefarms.org or call 802-985-0322