Grantor Lead Trust

Grantor Lead Trust Diagram

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 Georgetown Prep
  3. Remainder transferred back to you

Benefits

  • Annual gift to Georgetown Prep
  • 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

John Coyle
Executive Director
The Haas Society
301.214.8634
Cell: 240.319.5824
jcoyle@gprep.org

 

Georgetown Preparatory School
10900 Rockville Pike
North Bethesda, MD 20852

Back

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