the Walters Art Museum

Charitable Lead Annuity Trust Calculator

You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to the Walters for a few years.

A charitable lead annuity trust is a perfect instrument to make a generous gift to the Walters while reducing or eliminating estate and gift taxes. The Walters Art Museum will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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