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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 Canterbury
  3. Remainder transferred back to you

Benefits

  • Annual gift to Canterbury
  • 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

Rick Henderson
Chief Advancement Officer
860.210.3804
rhenderson@cbury.org

 

Canterbury School
101 Aspetuck Avenue
New Milford, CT 06776
Federal Tax ID Number: 06-0646566

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