The CSU Foundation is proud to serve our students and University, helping to ensure that the promise of success and accomplishment becomes reality.
Today’s students will one day join a talent pool and workforce that includes thousands of CSU graduates who have been influencing and advancing society’s collective good for the better part of 50 years.
A second chance
Alan Nevel didn’t arrive at Cleveland State University on a straight path. In fact, by the time CSU entered...
Your support helps alleviate the pressures that can cause some of our students to simply give up, only a few short steps away from obtaining a college degree.
Because someone believed
Kadence chose Cleveland State University with purpose. She understood that CSU wasn’t the least expensive option—but it was the...
Thank you for investing in our students. Your support is transforming lives, igniting hope and pulling dreams within reach.
Charitable Lead Trusts
Give Income Now, Transfer Assets Later
If you are looking for a way to pass on assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust (CLT) is an excellent option. You make a contribution to a trust that pays CSU income for a number of years. Afterward, your family receives the trust assets—plus any growth—at reduced or zero cost.
Gift Structure Options
- Zero Tax Plan: Allows transfer of assets to your family with zero transfer taxes if trust investments outperform the required IRS rate.
- FLP/Lead Trust Plan: Combine a family limited partnership (FLP), a lead trust, and a gift exemption to transfer assets tax-free to your family while CSU receives income.
- Increasing Payment Lead Trust: Payments to CSU increase over time, letting your family benefit from future growth.
- Grantor Lead Trust: Transfer assets to a trust that makes gifts to CSU for a set term. At the end of the term, you receive the assets back.
If you have questions about charitable lead trusts, please contact us. We would be happy to assist you.
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