Grantor Lead Trust

Gift Range: $100,000 or more

A grantor lead trust provides a donor with a charitable income-tax deduction for the present value of the payments McDonogh is to receive from the trust for a specified period of time. The donor, however, continues to be taxed on the income earned by the trust each year—including the amount distributed to McDonogh. (To avoid this negative tax result, donors often fund grantor lead trusts with tax-exempt securities.) At the end of the trust term, the assets are returned to the donor.

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Contact Us

Beth Sauer Hopkins '02
Director of Planned Giving
bhopkins@mcdonogh.org
443.544.7057

 

McDonogh School
Office of Philanthropy
8600 McDonogh Road
Owings Mills, MD 21117
Federal Tax ID Number: 52-6001577

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