Charitable lead trusts

Support Ascension Wisconsin Foundation now, while transferring assets to your family in the future

A Charitable Lead Trust (CLT) allows you to transfer assets into a trust that provides income to Ascension Wisconsin Foundation for a set period of time. After the trust term ends, the remaining assets are transferred to your chosen beneficiaries, such as family members.

Why donors choose this option:

Provides immediate income stream to charity for a set term
May offer potential tax advantages depending on structure
Can reduce potential transfer tax impact on assets passed to heirs
Creates meaningful current support for charitable priorities

How CLT works

You transfer assets into an irrevocable trust
The trust pays income to Ascension Wisconsin Foundation for a set term
After the trust term ends, remaining assets go to your heirs or beneficiaries
The structure is created with your attorney and financial advisor

Is this right for you?

This option may be a good fit if you:
Want to support charity during your lifetime or a defined term
Plan to pass assets to family or other beneficiaries
Are interested in tax-efficient estate planning strategies
Are comfortable using a more advanced trust structure

Important note:

Charitable Lead Trusts are complex and must be established with an attorney. Your financial and tax advisors can help determine whether this strategy aligns with your goals.

Next steps

Review your financial goals. Consider charitable impact, family legacy, and tax planning.
Connect with your advisor. CLTs require legal and financial expertise.
Explore structure options. Your advisor can determine the appropriate term and design.
Let us know. If you are considering or have established a Charitable Lead Trust benefiting Ascension Wisconsin Foundation, we would be honored to hear from you. This is not legally binding and does not require financial details, it simply allows us to thank you and if you choose, welcome you into our Legacy Society.