Charitable Lead Trust

Planned Giving

Protect Your Assets

If you want to make an impact now at USA for UNHCR and also provide for your family later, consider setting up a charitable lead trust. You transfer cash or other assets to a trust that makes payments to USA for UNHCR for a period of time. When the term is up, the remaining trust passes to your family or other beneficiaries you select.

There are two ways that charitable lead trusts make payments to USA for UNHCR:

A charitable lead annuity trust pays a fixed amount each year to USA for UNHCR and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year to USA for UNHCR based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to USA for UNHCR go up as well.

Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

View My Guide

Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

See My Benefits

Next Steps

  1. Contact David Hall at 202-293-0434 or plannedgiving@usaforunhcr.org to talk about supporting USA for UNHCR by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include USA for UNHCR in your plans, please use our legal name and federal tax ID.

Legal name: United States Association for UNHCR
Address: 1310 L St NW, Ste 450
Washington, DC 20005
Federal tax ID number: 52-1662800

Personal Estate Planning Kit
Free Resource

Don't Have an Estate Plan?

We can help. Our FREE Personal Estate Planning Kit will help you organize your estate and create a legacy that reflects your faith, your values, and your compassion toward vulnerable refugees.

Get My Kit