Charitable Lead Trusts

A charitable lead trust can be used to transfer assets to children or others at a significantly reduced tax liability. The trust makes a fixed payment to MVCDS for a specified term, measured either by someone's life or a selected number of years. After the trust term ends, the assets of the trust are either returned to you or passed on to children or other loved ones. If the assets are to be returned to you, you receive an income tax deduction when the trust is created. If the assets are passed on to heirs, applicable estate or gift taxes on the value of the gift are reduced or completely eliminated. The tax savings from a charitable lead trust may allow you to provide significant support for Maumee Valley Country Day School at little or no cost to heirs in terms of ultimate inheritance.
 
Benefits
A charitable lead trust may provide either a fixed “annuity” payment or a variable “unitrust” payment to the school. Low interest rates make the annuity payment option attractive for donors as more assets may be passed on to heirs with reduced or eliminated transfer tax liability.

For more information or illustrations contact Michael House, Interim Director of Advancement at 419-381-1313 x117.

Questions?

Contact any member of the Advancement Team listed below

List of 4 members.

  • Photo of Michael House

    Mr. Michael House 

    Director of Enrollment Management and Interim Director of Advancement
    419-381-1313 x117
    2013
  • Photo of Weezie Stoddard '82

    Mrs. Weezie (Foster) Stoddard '82 82

    Maumee Valley Country Day School
    Associate Director of Lifetime Philanthropic Engagement of Alumni
    419-381-1313 x112
    Columbus College of Art & Design - BFA
    1998
    1982
  • Photo of Brian Oliver

    Brian Oliver 

    Associate Director for Parent Philanthropic Engagement
    419-381-1313 x113
    2019
  • Photo of Nihal Kattar

    Nihal Kattar 

    Administrative Support - Advancement
    419-381-1313 x127
    Maumee Valley Country Day School
    2019

School Information

1715 South Reynolds Road
Toledo, OH 43614
p: 419-381-1313
f: 419-381-1314
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Maumee Valley Country Day School is the only Preschool - 12th grade accredited, co-educational, independent school in Northwest Ohio and Southeast Michigan.