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 Providence
  3. Remainder transferred back to you

Benefits

  • Annual gift to Providence
  • 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

Joe Ward
Vice President of Planned Giving
(310) 793-8117
Joseph.Ward@providence.org

 

Providence Foundations
Southern California Region
501 S. Buena Vista Street
Burbank, CA 91505

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