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 Marymount
  3. Remainder transferred back to you

Benefits

  • Annual gift to Marymount
  • 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

Dennis Slon
Vice President for Advancement
dslon@marymount.edu

Mike Farrell
Director of Development
703.526.6978
dtalbert@marymount.edu

 

Marymount University
2807 North Glebe Road
Arlington, Virginia 22207

Federal Tax ID Number: 54-0573801

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