Charitable Lead Trusts

Provide for your loved ones and INTEGRIS.

Do you want to benefit from the tax savings that result from supporting INTEGRIS, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:

A charitable lead annuity trust pays a fixed amount each year to INTEGRIS 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 INTEGRIS go up as well.

Check Out This Potential Scenario

George would like to support INTEGRIS and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to INTEGRIS each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $854,311. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Assuming annual payments and a 3.2 percent charitable midterm federal rate.

Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

Next Steps

  1. Contact Sara Parcell at 405.951.5028 or sara.parcell@integrisok.com to talk about supporting INTEGRIS by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include INTEGRIS in your plans, please use our legal name and federal tax ID.

Legal Name: INTEGRIS Foundation
Address: Oklahoma City, OK
Federal Tax ID Number: 73-1047338

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 illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.