Charitable Lead Trusts

Provide for Your Loved Ones and Roger Bacon High School

Do you want to benefit from the tax savings that result from supporting Roger Bacon High School, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:

A charitable lead annuity trust pays a fixed amount each year to Roger Bacon High School and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Roger Bacon go up as well.

Next Steps

  1. Contact the Office of Advancement at 513.641.1313 or plannedgiving/at/rogerbacon.org for additional information on bequests or to chat more about the different options for including Roger Bacon High School in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Roger Bacon High School in your plans, please use our legal name and Federal Tax ID.

Legal Name: Roger Bacon High School Address: 4320 Vine Street, Cincinnati Ohio 45217 Federal Tax ID Number: 31-0536691

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.