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

Benefits

  • 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

William Samers, Vice President
212.836.1755
samersw@ujafedny.org

Stanley Baumblatt, Director
212.836.1305
baumblatts@ujafedny.org

Shira Hudson, Associate Director
212.836.1232
hudsons@ujafedny.org

 

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

Phone: 1.800.997.5266
Fax: (212) 836-1172
E-mail: plannedgiving@ujafedny.org

Back

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