Charitable Lead Trusts

A Charitable Lead Trust receives, holds and invests assets, providing gifts to a charity designated by the donor for a term of years. At the end of that designated time, the assets remaining in the trust are distributed to the donor’s beneficiaries.

A Charitable Lead Trust enables a donor to make a significant current gift to Sarah Lawrence and ultimately transfer the assets in that trust to heirs. For example, you could create a named, endowed scholarship fund at Sarah Lawrence with gifts from a Charitable Lead Trust. Because an important feature of a lead trust is that it makes current gifts to the College, students would begin benefiting from your generosity with the first gift.

There are many ways to design a Charitable Lead Trust, depending on your financial situation. Most Charitable Lead Trusts are created with a minimum of $1,000,000. Your estate-planning or tax advisor would create your Charitable Lead Trust with your own interests and needs in mind.

Please contact Dorea Ferris, Director of Gift Planning, at (914) 813-9251 or to find out more about Charitable Lead Trusts.

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Learn More about Charitable Lead Trusts

Dorea FerrisFor more about Charitable Lead Trusts, please download our information sheet (PDF format). You may also call Dorea Ferris, Director of Gift Planning, at (914) 813-9251 or e-mail her at