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 UCS
  3. Remainder transferred back to you

Benefits

  •  Annual gift to UCS
  •  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

UCS Planned Giving Office
Tracy Donahoe
Samantha Akiha
Eric St. Jacques

 

2 Brattle Square
Cambridge MA 02138
(617) 301-8095
plannedgiving@ucsusa.org

UCS Tax ID #: 04-2535767

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