Planned Giving

Grantor Lead Trust

Grantor Lead Trust Diagram

How It Works

  1. Donor creates trust agreement stating terms of the trust (usually for a term of years), transfers cash or other property to trustee (UJA-Federation or financial institution), and receives an income-tax deduction
  2. Trustee invests and manages trust assets and makes annual payments to UJA-Federation
  3. Remainder transferred back to donor


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

More Information

Contact Us

Contact us


UJA-Federation of New York
130 East 59th Street
New York, NY 10022

Phone: 1.800.997.5266
Fax: (212) 836-1172


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