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Charitable Lead Trust

The Charitable Lead Trust (CLT) is a very effective estate and charitable planning vehicle. A CLT allows property to be transferred to family members with reduced or zero gift or estate taxes. You can donate cash, stock, or real estate to a CLT and a portion of the income from the trust asset is paid to Pepperdine for your lifetime or a fixed term of years. After your lifetime or the term of years, the trust assets are returned to family members. 


  • Annual income paid to Pepperdine.
  • Remainder of trust assets to family.
  • Gift or estate tax deduction reduces or eliminates transfer tax.
  • Trust can start during your life or at death.
  • Relief from investment and management responsibilities.
  • Creation of a permanent legacy for Pepperdine University, its faculty, and students.

Tax Benefits

  • Gift or estate tax deduction reduces or eliminates transfer tax.
  • Allows donors to transfer significant assets to family with little or no gift or estate tax.
  • Income-producing assets are ideal to place in a CLT, such as leased commercial real estate.

Income to Pepperdine

  • Pepperdine receives annual income from CLT to benefit students or programs.
  • Assets are held by CLT (no sale of property).
  • A charitable deduction is generated to pay taxes owed by the trust.

Relief from Investment and Real Estate Management Responsibilities

  • By using a CLT, you reduce your investment and management responsibilities for the life of the trust.
  • Pepperdine has a full staff of investment and real estate professionals to manage trust assets or you can choose your own.
  • When trust assets increase, your family benefits with no further gift or estate taxes owed.



Stock, cash, or real estate
Charitable gift or estate tax deduction
Wealth transfer benefits

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Income to Pepperdine for life or a fixed term of years

Gift benefits Pepperdine students

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Trust assets returned to family

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