Solutions Center
for Charities
FROM THE RECIPIENT CHARITY'S PERSPECTIVE, AN iCLAT SHOULD BE CONSIDERED AS AN "ENHANCED" PLEDGE ARRANGEMENT, AND COMMUNICATED AS SUCH WITH ANNUAL DONORS (BOTH CURRENT & PROSPECTIVE)!
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An iCLAT is like a "pledge arrangement" because it provides recurring annual gifts to charity.
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An iCLAT is "enhanced" because it will provide your valued annual donors with a very large IMMEDIATE current year charitable income tax deduction.
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The IMMEDIATE charitable tax deduction generated by an iCLAT is so large that it's almost equal to the total sum of the iCLAT's annual gifts to your charity. Just take a look at the chart below!
20 Year iCLAT
92.1%
Example: An iCLAT with annual payments to charity of $25,000/year (TOTAL of $500,000 to charity) will generate a $460,355 Year 1 charitable deduction for the client/donor!
15 Year iCLAT
93.9%
Example: An iCLAT with annual payments to charity of $25,000/year (TOTAL of $375,000 to charity) will generate a $352,050 Year 1 charitable deduction for the client/donor!
10 Year iCLAT
95.7%
Example: An iCLAT with annual payments to charity of $25,000/year (TOTAL of $250,000 to charity) will generate a $239,343 Year 1 charitable deduction for the client/donor!
5 Year iCLAT
97.6%
Example: An iCLAT with annual payments to charity of $25,000/year (TOTAL of $125,000 to charity) will generate a $122,055 Year 1 charitable deduction for the client/donor!
3 Year iCLAT
98.4%
Example: An iCLAT with annual payments to charity of $25,000/year (TOTAL of $75,000 to charity) will generate a $73,816 Year 1 charitable deduction for the client/donor!
iCLAT Term
(# of Years)
% Year 1 Charitable Deduction
(*Based on the SUM of the iCLAT's Annual Payments to Charity)
=
IMMEDIATE
TAX SAVINGS FOR
MANY OF YOUR VALUED
ANNUAL DONORS
+
GREATER RECURRING ANNUAL REVENUES SECURED FOR
YOUR CHARITY
COMMON MISCONCEPTIONS CHARITIES HAVE ABOUT
CHARITABLE LEAD TRUSTS (CLTs)
"ALL charitable lead trusts are complicated planning tools and very difficult for a donor to actually establish."
DIVE
DEEPER
Explore our website to see Actual iCLAT Examples, Illustrations, Articles, Presentations & FAQs.
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BEST STATES
FOR iCLATs
Click here to see the States where an iCLAT will generate the greatest ADDITIONAL SAVINGS at the State income tax level.
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In Which States Will an iCLAT Generate
the Greatest Amount of IMMEDIATE Tax Savings?
GREATEST - Top Tier State Income Tax Rates AND 100% Charitable Deduction
*The highest income tax rate in these States range from 7% to 13%.
GREATER - 2nd Tier State Income Tax Rates AND 100% Charitable Deduction
*The highest income tax rate in these States range from 2% to 6.9%.
GREAT - States with NO Income Tax Rates OR NO State Charitable Deduction
* iCLATs Save U.S. Income Taxes Only in these States