There are two primary types of charitable trusts, or living trusts, through which you can contribute to PATH. One is a charitable remainder trust. This provides you or other beneficiaries you name with a stream of income for life or a period of years. Almost any asset can be used to fund the trust, and it can be tailored to suit almost any financial or estate-planning goal. When the trust terminates, the remainder goes to PATH.
By contrast, a charitable lead trust allows you to make a future transfer of assets to your heirs at a significantly reduced gift and estate tax cost, while supporting PATH with fixed income during the term of the trust. When the trust terminates, the assets are passed to the beneficiaries you have named.
We encourage you to talk with your legal and tax advisors about the type of trust that might work best for you. If you’re considering a gift restricted to a particular health need or region, please consult with PATH as well, so that we can make sure your wishes are honored.
If you have already established a future gift to PATH, please let us know so that we can thank you—or use this confidential reply form to tell us about your gift.
To learn more about how you can make a lasting contribution to improving global health, please contact David C. Wu, chief development officer, at firstname.lastname@example.org or 206.302.6073.