Charitable Lead Trust

Protect Your Assets

You can benefit from the tax savings that result from supporting Legacy Health 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 Legacy Health:

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

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

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An Example of How It Works

Father smiling with children George would like to support Legacy Health 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 Legacy Health 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.

Next Steps

  1. Contact Kathy Hostetler at 503-276-9496 or khostetler@lhs.org to talk about supporting Legacy Health by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Legacy Health in your plans, please use our legal name and federal tax ID.

Legal Name: Legacy Health
Address: P.O. Box 4484 Portland, OR 97208
Federal Tax ID Number: CARES Northwest 93-1314469
Emanuel Medical Center 46-5562403
Good Samaritan Foundation 23-7017276
Legacy Health Foundation 46-5562403
Meridian Park Medical Foundation 93-0773410
Mount Hood Medical Center Foundation 93-0794951
Randall Children’s Hospital Foundation 93-1314469
Salmon Creek Hospital Foundation 83-0433165
Silverton Health Foundation 93-00913392

Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

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