Northern Arizona University

Charitable Lead Trust

A gift to NAU today with a future return to your heirs.

If you are facing substantial concerns about estate and gift taxes, the charitable lead trust can be an effective solution. A lead trust pays income to the NAU Foundation for a number of years after which the trust terminates and the assets are given back to your heirs. Such a gift allows you to support your favorite NAU college, program or department now, with the assets later transferred back to your children or grandchildren at a greatly reduced cost.

Benefits of gifts from charitable lead trusts:

• No estate or gift tax on growth of assets during trust’s term.

• Make a gift to NAU while also providing for your family.

• Transfer of property to family members with reduced estate and gift tax.