Would you like me to give you a call?

John Scott Kerr
Director of Planned Giving
Name

Phone Number
Kent Parents

"Loan" an asset, then pass to family.
It's called a charitable lead trust.
  • You place assets in a trust for a number of years. You select the time frame.
  • During that period, we receive income from the trust. You select the payout percentage.
  • At the end of the trust, control of the assets passes to your family.
  • Although you do not receive an income tax deduction, you are able to preserve your estate and minimize transfer taxes.

This arrangement may be right for you if:

  • You have assets you wish to pass to family, and you expect those assets to appreciate in the future.
  • You have a taxable estate and wish to maximize your available exemptions.



Office of Planned Giving
Kent School
P.O. Box 2006
Kent, CT 06757
860-927-6023 | 877-770-KENT | Fax: 860-927-6027
E-mail: kerrj@kent-school.edu




                                Kent School Alumni and Development Office, P.O. Box 2006, Kent, CT 06757
                               Phone: 877-770-KENT Fax: 860-927-6027 email: alumni@kent-school.edu
                                           For inquiries regarding this site, contact: webcoordinator@kent-school.edu