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Support Audubon >Planned Giving
Charitable Lead Trusts
(Gift example*)
As your gift to Audubon, you place $1 million worth of your company's stock in a lead trust. The trust will pay Audubon an annuity (based on 6% of the value of the assets) for 20 years. You estimate that the assets will grow at an average rate of 8% per year during that time. At the end of the trust period, the remaining principal is paid to your heirs.
Here are the benefits to you and your family of the lead trust, compared with those of a direct bequest to your children and no gift to us:
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Comparison
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Lead Trust
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No Gift
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Principal
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$1,000,000
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$1,000,000
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Net principal placed in plan
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$1,000,000
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$1,000,000
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Benefit to your family
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$1,829,744
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$1,782,243
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Benefit to Audubon
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$1,200,000
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$0
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Total taxes
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$84,698
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$2,485,161
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*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.
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Click here to calculate the benefits a lead trust would give you.
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For more information
Email us, complete the personal illustration form, or call us at 212-979-3033 so that we can assist you through every step of the process.
Planned Giving content and Legacy Planner® copyrighted © 2010 VirtualGiving.
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