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Charitable Lead Trusts

Sunset in Colonial Williamsburg

A charitable lead trust is designed to provide an income to Colonial Williamsburg for a period of years and then to distribute the remaining trust assets to you or your heirs, typically children or grandchildren.

Lead trusts can be appealing if you desire to transfer significant assets to your heirs at a reduced cost in terms of estate and gift taxes, and also want to benefit the Foundation. These trusts can also be structured to provide current income tax benefits rather than estate tax savings.

Contact Us


For more information please call
the Planned Giving Office at 1-888-CWF-1776
or email goodwinsociety@cwf.org



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