Fort Lewis College Foundation

Provide for Your Loved Ones and Fort Lewis College

Charitable Lead Charitable lead trusts

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Do you want to benefit from the tax savings that result from supporting Fort Lewis College, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:

A charitable lead annuity trust pays a fixed amount each year to Fort Lewis College 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 Fort Lewis College go up as well.

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You can use the following assets to fund a charitable lead trust:

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  1. Contact Jeff Jantz at 970-247-7069 or jantz_j@fortlewis.edu to talk about supporting Fort Lewis College by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Fort Lewis College in your plans, please use our legal name and federal tax ID.

Legal name: Fort Lewis College Foundation
Located in: Durango, CO
Federal tax ID number: 23-7122114

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: choose from 2 win-win ways to donate.

View my free brochure