Providing for heirs and MSF

Gifts for your heirs and MSF

A charitable lead trust lets you support MSF now while preserving assets for your family later. You transfer cash, securities, or other assets into a trust. The trustee invests the assets, then pays MSF annually for a period you choose. When the trust ends, the remaining assets revert to you or your heirs—often with meaningful tax savings. 

Why donors choose this option 

• Provides an upfront income tax deduction if the assets revert to you
• Reduces transfer tax on assets passing to heirs
• Any growth in the trust passes to heirs free of gift and estate tax
• You set the timeline for when the trust term ends 

This information is not intended as tax or legal advice. Individual tax outcomes vary; please consult your tax advisor or attorney. 

To learn more, contact your attorney or accountant, or call (212) 763-5750 or email legacygiving@newyork.msf.org to connect with one of our gift officers.