Legacy Giving

 

Charitable Lead Trusts

This type of charitable donation is set up so that for a certain number of years, the income earned by the investment of the trust’s assets is first paid to the “lead” recipient, the Palomar Health Foundation. After the designated amount of time has passed, the remaining funds then go to other beneficiaries who have been chosen by the donor.

Charitable Lead Trusts allow you donate immediate benefits to the Palomar Health Foundation while setting up gifts for future generations and substantial tax advantages for you.