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Pepperdine University

Charitable Lead Trust

The Charitable Lead Trust (CLT) is a very effective estate and charitable planning vehicle that allows you to transfer property 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 throughout your lifetime or a fixed term of years, after which the trust assets are returned to family members.

  Summary
  • An annual income is paid to Pepperdine
  • Remainder of trust assets go to family members
  • Gift or estate tax deduction reduces or eliminates transfer tax
  • Trust can start during your life or upon your death
  • Receive relief from investment and management responsibilities
  • Create a permanent legacy for Pepperdine University, its faculty, and students
  Tax Benefits
  • Gift or estate tax deduction reduces or eliminates transfer tax
  • Allows you 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 boasts a full staff of investment and real estate professionals that is well-versed in managing trust assets, or you can choose your own
  • When trust assets increase, your family benefits and no further gift or estate taxes are owed

 

Transfer Asset to Trust

*Stock, cash, or real estate

*Charitable gift or estate tax deduction

*Wealth transfer benefits

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Income to Pepperdine

*Income to Pepperdine for life or a fixed term of years

*Gift benefits Pepperdine students

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Remainder to Family

*Trust assets returned to family