Marshall University Foundation
E. A. Zimmerman
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
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Charitable Lead Trusts
Is this gift for you?
A Charitable Lead Trust is for you if ...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
- You are looking for techniques that will give your family more of your estate over a longer period of time.
- You want your gift to provide a stream of income to us.