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 Pingree
  3. Remainder transferred back to you

Benefits

  • Annual gift to Pingree
  • 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

Cara Angelopulos Lawler ’01
Director of Advancement
978.468.4415, ext. 282
clawler@pingree.org

 

Pingree School
537 Highland Street
South Hamilton, MA 01982

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