Charitable Lead Trust
Make an Impact Today, Support Your Family Tomorrow
A Charitable Lead Trust (CLT) is a strategic way to support Resource Renewal Institute now—while preserving wealth for your family in the future.
With a CLT, you transfer cash, stock, or other assets into a trust. The trust then makes regular payments to RRI for a set number of years. When that term ends, the remaining assets pass to your family or other beneficiaries—often with reduced gift or estate taxes.
Two Types of Lead Trusts
CHARITABLE LEAD ANNUITY TRUST
Pays a fixed dollar amount to RRI annually. This option is often ideal when interest rates are low.
CHARITABLE LEAD UNITRUST
Pays a variable amount each year based on the trust’s value. As the assets grow, so can the payments to RRI.
Why Consider a Charitable Lead Trust?
A Charitable Lead Trust offers an opportunity to achieve both your philanthropic and financial goals. By establishing a CLT, you can provide steady, multi-year support to Resource Renewal Institute’s mission—fueling efforts to restore ecosystems, protect biodiversity, and defend the rights of nature—while ultimately passing assets to your loved ones with potential tax advantages.
This giving vehicle is especially appealing to those who want to see their charitable impact unfold during their lifetime, all while reducing estate and gift taxes. It’s a thoughtful way to align your legacy with long-term environmental stewardship, ensuring that both your family and the planet benefit from your vision and generosity.
Next Steps
Contact Deborah Moskowitz at (415) 928-3774 or through email to discuss supporting RRI by establishing a charitable lead trust.
Seek the advice of your financial or legal advisor. If you include RRI in your plans, please use our legal name and federal tax ID.
Resource Renewal Institute
8 Bolinas Rd Suite 3A, Fairfax, CA 94930
Federal tax ID number: 68-0038012