Ensure Our Community's Future
Planned Giving
Welcome to Planned Giving
The Future Is in Your Hands
Take the Legacy Challenge
How to Give
Compare Gift Options
Life Stage Gift Planner™
Establish Endowment Fund
Request a Calculation
Sample Language for Your Will or Trust
Management of Funds
Donor Recognition
Donor Stories
Interesting Articles
Work with Professional Advisors
Glossary
Meet the Staff
Contact Us
Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee (UJA-Federation or financial institution)
- Trustee invests and manages trust assets and makes annual payments to UJA-Federation
- Remainder transferred to heirs
Benefits
- Annual gift to UJA-Federation
- Future gift to heirs at fraction of property's value for transfer-tax purposes
- Professional management of assets during term of trust
- No charitable income-tax deduction, but donor not taxed on annual income of the trust
Read a detailed description of this gift
More Information
Request Calculation
Contact Us
UJA-Federation of New York Phone: 1.800.997.5266 |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer