DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

Thompson & Associates

English - July 03, 2014 00:00 - 5 minutes - 13.7 MB - ★★★★★ - 4 ratings
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Previous Episode: DEV: How to Build a Valuable Donor Recognition Wall with Paul Dyer

Next Episode: DEV: Culture of Philanthropy with Mike Cowart, FCEP

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President of Legal Services, Bill Gustoff, JD, FCEP, as they discuss a powerful, and under utilized, planning technique, called Charitable Lead Trusts. In this podcast, they will cover the following points, and more:

1. What is a Charitable Lead Trust (CLT)?
2. Do you have to be wealthy to setup a CLT?
3. Can you use the income out of a CLT to satisfy long-term capital campaign pledges?
4. What are different types of CLTs and how do they work?
5. What are Grantor and Non-Grantor trusts?
6. Are there any advantages in reducing, or avoiding, Generation Skipping Tax by using a CLT?
7. If an asset is in a CLT, can beneficiaries enjoy the growth? Or, are they liable for Capital Gains Tax?

DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.

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