The Endowment Accelerator
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The OCLAT Infographic

The complete one-page overview.

Structure, flow, and outcomes at a glance — for donors and institutions.

The Optimized CLAT (OCLAT) one-page infographic, projections effective as of Q3 2026. Transfer $1M to a 30-year OCLAT for a $1M upfront tax deduction (lowering your tax bill by $300–500k in April) and $3.5M paid to charities you select over the term. Assets returned to you at year 30 by annual rate of return: 6% bonds → $1M, 8% stocks → $4.5M, 10% private equity → $12M, 15% → $60M. Assets may be transferred back to you without income taxes, or gifted to children or heirs without income taxes and without the 40% gift or inheritance tax. Pedigree and credentials: published in Barron’s, Forbes and Fortune; cover article of the Estate Planning Journal; zero known IRS audits; 250+ OCLATs funded with $1B+ in charitable contributions; peer-reviewed; one-time upfront tax-deductible setup fee; 48-hour turnaround if necessary.
Download PDF Version →
250+ OCLATs funded · $1B+ in charitable contributions · Zero known IRS audits* · Projections effective as of Q3 2026
*IRS Circular 230 Disclosure: Audit risk should not be considered when making a tax planning decision; we cannot guarantee the absence of an audit. IRC §170 · §664 · §2036 · §2702 · CASE Global Reporting Standards 2024. Projections illustrative only; not tax or legal advice. Individual results depend on facts and the §7520 rate at funding. Figures shown are effective as of Q3 2026; the interactive calculator re-prices against the current §7520 rate and may differ.
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Suggested Reading

From our Press

In-depth coverage of the OCLAT from the world’s leading financial publications.

Fortune
December 2023
How a Former IRS Boss Optimized His Charitable Trust
Fortune covers a former IRS commissioner who used the OCLAT to support his alma mater Duke University while growing his assets and passing them on to his children tax-free — a case study in the strategy’s powerful real-world application at the highest level of wealth planning and philanthropy.
Fortune Former IRS Commissioner John Koskinen
Forbes
August 2022
Elevating Your Estate and Legacy: A Lesson from Jackie Kennedy
Forbes explores how modern estate strategies draw lessons from one of history’s most iconic legacies — and how a charitable lead trust can carry a family’s impact across generations.
Forbes Jacqueline Kennedy Onassis