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Charitable Lead Trusts

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

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Do you want to benefit from the tax savings that result from supporting IONS, 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 IONS 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 IONS go up as well.

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Learn How to Fund It

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

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  1. Contact Christie Larson at 707.779.8215 or clarson@noetic.org to talk about supporting IONS by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include IONS in your plans, please use our legal name and federal tax ID.

Legal Name: Institute of Noetic Sciences
Address: 625 2nd St., Ste. 200, Petaluma, CA 94952
Federal Tax ID Number: 23-7236986

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

View My Free Brochure