Charitable Lead Trust (CLT)

This trust makes distributions to The Foundation for a specified initial period, with the remainder reverting to the donor or another beneficiary at the end of the period. It may be set up during one’s lifetime or in a will. The Foundation will work closely with the donor and advisor(s) to create the trust but will not serve as Trustee.

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Heidi H. McPherson Chief Executive Officer (805) 543-2323