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 the causes you care about
  3. Remainder transferred back to you

Benefits

  • Annual gift to the causes you care about
  • 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

Sharon Cappetta, CAP®
Director of Development
203-777-7071
scappetta@cfgnh.org

Liana Garcia, MS, PMP, CAP®
Director of Gift Planning
203-974-1646
lgarcia@cfgnh.org

 

The Community Foundation for Greater New Haven
70 Audubon St.
New Haven, CT 06510

Federal Tax ID Number: 06-6032106

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