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home > help kids now > estate planning

Legacy Planner
"Loan" an asset, then take it back.
It's called a charitable lead trust.
  • You place assets in trust for a number of years.
    You select the time frame.
  • During that period, we receive income from the
    trust. You select the payout percentage. You
    receive an income tax deduction.
  • At the end of the trust, control of the assets reverts back to you.

This arrangement may be right for you if:

  • You have a large amount of income in one year, or
  • You are in a high income tax bracket and can afford
    to give up control of an asset temporarily.

Riley Children's Foundation
30 South Meridian St. Suite 200
Indianapolis, IN 46204-3509
1.877.TO.RILEY | Fax: 317.634.4478
E-mail: plannedgiving@rileykids.org