Fixed or Variable Charitable Payments?
Charitable Lead Trust pays a fixed amount each year to the charities,. A Charitable Lead Unitrust pays a variable amount each year based on the value of the assets in the trust. With the less common unitrust, if the trust’s assets go up in value, the payments to charities go up as well while if the assets decrease in value, so do the charities’ payments.
Related Questions
- What if I need to receive more money in addition to my fixed monthly income payments? Can there be any type of variability as to receiving more money before retirement, if needed?
- Im interested in establishing a charitable gift annuity. What financial provisions will you make for the annunity payments to me and my spouse?
- Fixed or Variable Charitable Payments?
