Charitable Lead Trust
Protect Your Assets
You can benefit from the tax savings that result from supporting the Animal Rescue League of Iowa without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to the ARL:
A charitable lead annuity trust pays a fixed amount each year to the ARL and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the ARL go up as well.Watch to Learn More
See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.View My Guide
- Contact Lora Rogers at (515) 473-9119 or firstname.lastname@example.org to talk about supporting the ARL by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include the ARL in your plans, please use our legal name and federal tax ID.
Legal Name: Animal Rescue League of Iowa, Inc.
Address: 5452 NE 22nd St., Des Moines, IA 50313
Federal Tax ID Number: 42-0680427
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.
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Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
How It Works
Read an example of how this gift can be beneficial to the ARL and you.
An Example of How It Works
George would like to support the ARL and receive tax benefits. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor’s recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George’s trust pays $60,000 (6% of the initial fair market value) to the ARL each year for 15 years, which will total $900,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $770,960. Assuming the trust earns an average 8% annual rate of return, George receives approximately $1,637,530 at the end of the trust term.
*Based on a 2.0% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.