The Best Time to Make This Gift
The charitable midterm federal rate (the interest rate used in calculating the amount of the gift subject to tax) was the lowest it has ever been in November 2012. When the rates are low, it means a higher tax savings for funding a charitable lead trust. The best gift tax breaks, combined with assets that may be depressed in value temporarily, create the perfect opportunity to consider a lead trust.
The charitable lead trust is especially attractive to Oregon Health & Science University supporters when interest rates are low, because of the increased tax benefits.
Your legal and tax advisors can help you determine whether a charitable lead trust is right for you. We're also happy to answer any questions you may have. Just contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or firstname.lastname@example.org.
Getting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items