Grantor Lead Trust

Grantor Lead Trust Diagram. Description of image is listed below.

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 Priory
  3. Remainder transferred back to you

Benefits

  • Annual gift to Priory
  • 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

Alex Tenorio
Director of Development
tenorio@prioryca.org
650-850-6139

Federal Tax ID Number: 94-1399274

 

Woodside Priory School
350 Portola Road
Portola Valley, CA 94028

Back

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

Woodside Priory School

© Woodside Priory School School. All Rights Reserved.