Sept. 23, 2009

A silver lining in the economic thundercloud!

Hello from the exciting campus of Ohio University! In the last few weeks the campus has come alive with students pouring in to begin fall quarter. I truly enjoy watching the anxious facial expressions of our youngest Bobcats and helping a lost freshman find their way to a class.

The start of a new school year signifies new hopes and beginnings, and closure of a monumental year in the history, and economy, of our country. While this economy has been challenging for everyone, the perfect storm has arisen for the charitable lead trust (CLT). Combining a diminished investment portfolio with historically low rates, the CLT creates a tremendous opportunity for reaching charitable goals and maximizing wealth transfer to loved ones.

Connect to the links to learn more, and feel free to contact me if you have questions. Here’s to another great year for Ohio University!            

Sincerely,

Kelli L. Bell
bellk@ohio.edu

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What is a Charitable Lead Trust (CLT)?

The need: A donor wants to give a gift to charity for a period and pay as little gift or estate tax as possible.
A solution: A donor contributes property to a trust that will make distributions to charity for a specified term and ultimately distribute the property to the donor's family or be returned to the donor. Read more

Reaching goals through a Charitable Lead Trust

"I give to Ohio University because of the excellent education which laid the
groundwork for a wonderfully successful
professional career and led to a rich and rewarding personal life," says Dr. Jeanette Grasselli Brown, BS ‘58, DS ‘78, pictured at left with her husband, Glenn Brown. Read more

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