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 Notre Dame
  3. Remainder transferred back to you

Benefits

  •  Annual gift to Notre Dame
  •  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

Greg Dugard
Senior Director
Office of Gift Planning
Ph: (877) 631-8631
Fax: (574) 631-8325
gdugard@nd.edu

 

University of Notre Dame
Eddy Street Commons at Notre Dame
1251 N. Eddy Street, Suite 300
South Bend, IN 46617

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