Charitable Lead Trust

Protect Your Assets

If you want to make an impact now at PBS SoCal and also provide for your family later, consider setting up a charitable lead trust. You transfer cash or other assets to a trust that makes payments to PBS SoCal for a period of time. When the term is up, the remaining trust passes to your family or other beneficiaries you select.

There are two ways that charitable lead trusts make payments to PBS SoCal:

A charitable lead annuity trust pays a fixed amount each year to PBS SoCal and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year to PBS SoCal 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 PBS SoCal go up as well.

An Example of How It Works

Father smiling with children George would like to support PBS SoCal and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7% of the initial fair market value) to PBS SoCal each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $955,700. Assuming the trust earns an average 6% annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

Personal Estate Planning Kit

Your Top Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit

Next Steps

  1. Contact the Planned Giving Team at 747-201-5297 or plannedgiving@pbssocal.org to talk about supporting PBS SoCal by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include PBS SoCal in your plans, please use our legal name and federal tax ID.

Legal name: Public Media Group of Southern California
Address: 3080 Bristol St., Suite 100, Costa Mesa, CA 92626
Federal tax ID number: 95-2211661

Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

View My Guide

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

See My Benefits