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Charitable Lead Trust

Charitable Lead Trust

To establish this type of gift commitment, a donor transfers cash, stocks, bonds or income-producing real estate to a trust. For the term of the trust, income from these assets benefits Saint Ursula. Thereafter, the trust principal is typically returned to the donor or passed to the donor's family. Lead trusts enable donors to pass assets to family at significantly reduced value for gift and estate tax purposes and also can enable donors to reduce taxable income during the trust term.

Contact Us About Planned Giving

To learn more about Saint Ursula Academy and how you can make a difference through planned giving, please contact:

Molly Talbot
Vice President of Advancement
1339 East McMillan Street
Cincinnati, Ohio 45206
Phone (513) 961-3410, ext. 187
Fax (513) 872-7161