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Charitable Lead Trust

Please contact your financial or legal advisor if you are interested in giving through a Charitable Lead Trust.

Your hard work has paid off and your business is growing. How can you preserve some of its value for your family?


How It Works

  • You contribute securities or other appreciated assets to a Charitable Lead Trust.
  • The trust makes annual payments to James Madison University for a period of time.
  • When the trust terminates, the remaining principal is paid to you or heirs.


  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to JMU can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.