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 Compassion & Choices
  3. Remainder transferred back to you

Benefits

  • Annual gift to Compassion & Choices
  • 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

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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