Make a gift that benefits both Wellness House and your heirs.

A Charitable Lead Trust provides income to Wellness House for a set number of years, after which the remaining assets pass to your family or other beneficiaries—often with reduced gift or estate taxes.

Benefits:

Immediate impact on Wellness House programs
Potential gift and estate tax savings
Asset eventually returns to your heirs

Best For:
Donors with substantial estates seeking to benefit family while also supporting charity.

Ask us how a CLT might complement your estate plan.