Trust Charitable Lead Annuity Trusts (CLAT) enable you to transfer property to a trust, which pays a fixed annual amount, usually for a term of years, to the Bigfork Valley Community Foundation. At the end of the trust term, the remaining assets in the trust and any growth the trust has realized are passed to your heirs.
Although there is no income tax deduction when you create a CLAT, it is one of the only planned giving vehicles that can discount the value of the original assets and result in little or no taxes.

 

Bigfork Valley
Community Foundation

PO Box 44
Bigfork, MN 56628

218-743-4116


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