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!

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!

20 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!

15 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!

10 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!

5 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!

3 Year iCLAT 

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

IDEAL DONOR

SCENARIOS

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

SCHEDULE A

FREE CALL

Our President - Brad Gornto provides free one-on-one calls at specified times each week.    Click here to schedule a call.

GOT A

QUESTION

Send us your question.  Our team will promptly reply and answer your question, normally within 1 business day.

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?

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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