Charitable Lead Trusts

A meaningful way to preserve an inheritance.
With a charitable lead trust, you pass assets to a trust that will make payments to the BSO for a term of years and then return the assets to your family at the end of the term. The lead trust is an exceptional way to transfer property to your children or other heirs at a minimal estate and gift tax cost.
Contact plannedgiving@bso.org for more details.


Benefits

  • Fund the trust during your lifetime or through your will.
  • Support the BSO's mission through annual income payouts.
  • Reduce your taxable estate and potential gift taxes.
  • Keep assets in the family.

 

 

Tax Identification Number
The BSO's Tax identification (501(c(3)) Number is 04-2103550.

 

 

For more information, please contact:
Jill M. Ng
Director of Planned Giving and Senior Major Gifts Officer

Telephone: 617-638-9274
Email: jng@bso.org