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Charitable Lead Trusts

A charitable lead trust is designed to provide an income to The Colonial Williamsburg Foundation for a period of years and then to distribute the remaining trust assets to you or your heirs, typically children or grandchildren.

Lead trusts can be appealing if you desire to transfer significant assets to your heirs at a reduced cost in terms of estate and gift taxes, and also want to benefit the Foundation. These trusts can also be structured to provide current income tax benefits rather than estate tax savings.


 

For more information please contact the Planned Giving Office

Phone:1-888-CWF-1776

Email: [email protected]

 

Mailing Address:

CWF Planned Giving Office

P.O Box 1776

Williamsburg, VA 23187-1776

Physical Address:

CWF Planned Giving Office

301 First Street

Williamsburg, VA 23185