Ways to Invest in the Future of 

Friends House
17340 Quaker Lane
Sandy Spring, MD 20860
Phone  301-924-5100
Fax 301-924-2265
E-Mail friendshouse@comcast.net

Charitable Lead Trust

A way to provide for everyone you care about. A charitable lead trust is a unique tool that allows you to use an income-producing asset to support charity and save taxes, but still allows you to retain the asset principal yourself or pass it on to those you care about.

 ·                     Use trust income to support charities.

·                     Avoid taxes on the trust income.

·                     Provide for loved ones.

·                     Select any trust duration.

A charitable lead trust is a trust set up to pay income to a charitable organization, such as Friends House for a predetermined period of time that you select. You pay no tax on the income. The term “lead trust” comes from the fact that Friends House “leads” the beneficiaries by getting income first, before anything goes to individuals.