How to Give
Protect Your Assets
Charitable Lead Trusts Offer You Options
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
You can benefit from the tax savings that result from supporting Athenaeum Of Ohio 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 Athenaeum Of Ohio:
A charitable lead annuity trust pays a fixed amount each year to the Athenaeum Of Ohio 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 Athenaeum Of Ohio go up as well.
An Example of How It Works
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.
- Contact Kyle Isaack at 513.233.6161 or KIsaack@athenaeum.edu to talk about supporting Athenaeum Of Ohio by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include Athenaeum Of Ohio in your plans, please use our legal name and federal tax ID.
Legal Name: Athenaeum Of Ohio
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.