Grantor Lead Trust
How It Works
- 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
- Trustee invests and manages trust assets and makes annual payments to UJA-Federation
- 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
Read a detailed description of this gift
More Information
Request Calculation
Contact Us
William Samers, Vice President Stanley Baumblatt, Director Shira Hudson, Associate Director |
UJA-Federation of New York Phone: 1.800.997.5266 |
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