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Institute of HeartMath - Membership: Planned Giving
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Charitable Lead Trust

A charitable lead trust is for you if ...

You hold appreciating assets that you want to pass on to the next generation.
You want to reduce your gift and estate taxes.
Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
You are looking for techniques that will give your family more of your estate over a longer period of time.
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To learn more about Charitable Lead Trusts, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.

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IHM is dedicated to conducting research and providing programs for schools and families to facilitate heart-based living.