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Save Our Heritage Organisation


Charitable Lead Trust

A Charitable Lead Trust is a special trust set up by the donor with pays income to a charitable organization, such as SOHO, for a period of years, after which the assets return either to the donor or to the donor's heirs, with little or no estate or gift taxes payable.

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Cash
Charitable Lead Trusts
Charitable Remainder Trusts
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Tangible Personal Property
Legal Defense Fund
Life Estate Agreements
Pooled Income Funds
Securities
Wills and Revocable (Living) Trusts


For more information contact: Bruce Coons, Executive Director
bruce.coons@SOHOsandiego.org

Save Our Heritage Organisation
2476 San Diego Avenue
San Diego CA 92110
Phone: (619) 297-9327
Fax: (619) 291-3576


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