Grantor Lead Trust

Grantor Lead Trust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
  2. Trustee invests and manages trust assets and makes annual payments to McDonogh
  3. Remainder transferred back to you

Benefits

  • Annual gift to McDonogh
  • Property returned to donor at end of trust term
  • Professional management of assets during term of trust
  • Charitable income-tax deduction, but you are taxed on trust's annual income

More Information

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

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer