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 UTHSC
  3. Remainder transferred back to you

Benefits

  • Annual gift to UTHSC
  • 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

Bethany K. Goolsby, JD
Associate Vice Chancellor for Development
(901) 448-8212
bgoolsby@uthsc.edu

 

The University of Tennessee
Health Science Center
62 S. Dunlap, Suite 500
Memphis, TN 38163

Back

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