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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)!   

  • An iCLAT is like a "pledge arrangement" because it provides recurring annual gifts to charity. 

  • An iCLAT is "enhanced" because it will provide your valued annual donors with a very large IMMEDIATE current year charitable income tax deduction.

  • 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) 

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=

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."

IDEAL DONOR

SCENARIOS

Click here to learn about the ideal scenarios when an iCLAT will work best for your current and prospective donors. 

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.

FREE WEBINAR

SIGN-UP

Our President - Brad Gornto gives FREE webinars for charities several times each month.  Click here to sign-up for a webinar.

In Which States Will an iCLAT Generate
the Greatest Amount of IMMEDIATE Tax Savings?
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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 

          

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