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The Medical Foundation of North Carolina, Inc.
880 MLK Jr. Blvd.
CB# 7565

Chapel Hill, NC 27514

1-800-962-2543

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Charitable Lead Trust

With a charitable lead trust, you can create a current income interest for the Medical Foundation and provide for transfer of the trust assets to your children after a specified number of years. A charitable lead trust is an irrevocable trust to which you would transfer assets to the trust, and the Medical Foundation would receive payments from the trust for the number of years you specify. At the end of that period, the trust assets would be transferred to the benefi­ciary or beneficiaries you select.

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