Charitable Lead Trust

Bradley Hospital Donor Wall

Planned Giving

For more information about planned giving, please contact Anne Morton Smith, chief development officer at 401-432-1451 or  ASmith18@lifespan.org.

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A charitable lead trust is the opposite of a charitable remainder trust. A donor places assets in a trust to generate annual income for Bradley Hospital Foundation, usually for a fixed number of years.  When the term of years ends, the trust terminates and the assets pass to the donor’s heirs.

Features of a Charitable Lead Trust

A charitable lead trust:

  • Provides initial annual support for Bradley Hospital Foundation.
  • Allows you to transfer assets to your heirs with sharply reduced gift or estate taxes.
  • Can be established either during your lifetime or through your will