Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes annual payments to Compassion & Choices
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to Compassion & Choices
  • Future gift to heirs at fraction of property's value for transfer-tax purposes
  • Professional management of assets during term of trust
  • No charitable income-tax deduction, but donor not taxed on annual income of the trust

More Information

Contact Us

Sam Young, ESQ-LSW
Planned Giving Advisor
(800) 247-7421, x2152
plannedgiving@compassionandchoices.org

 

Compassion & Choices
101 SW Madison Street, #8009
Portland, OR 97207

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