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Charitable Lead Trusts
A charitable lead trust allows you to contribute assets to a trust over a period of time. Using
the agreement, the Portneuf Health Care Foundation receives the income from the trust as a
gift, and the assets are returned to you or your heirs when the trust terminates. The primary
advantage for using a lead trust is to reduce estate taxes when transferring property to your
heirs.
Our staff can assist you in determining the most beneficial method of supporting the Medical
Center, personalized to your needs and wishes. For more information on these or other gift
vehicles, call (208) 239-2134 or e-mail
shaunm@portmed.org.
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