Background Note | HBS Case Collection | 2005 (Revised from original 2000 version)

Charitable Lead & Remainder Trusts

by Henry B. Reiling and Catherine M. Conneely

Abstract

Discusses the concept of charitable lead and charitable remainder trusts, some of their mechanics, and typical circumstances in which they are used.

Keywords: Business Organization; Giving and Philanthropy; Taxation; Business or Company Management;

Citation:

Reiling, Henry B., and Catherine M. Conneely. "Charitable Lead & Remainder Trusts." Harvard Business School Background Note 200-048, August 2005. (Revised from original April 2000 version.)