Grantor Lead Trust

 

 

How It Works

1.  Create trust agreement outlining terms of the trust—usually for a term of  years
2.  Transfer cash or other property to trustee
3.  Trustee invests and manages trust assets
4.  Trustee makes annual payments to the ESU Foundation
5.  Remainder transferred back to you

 

Benefits

•  Annual gift to the ESU Foundation
•  Property returned to donor at end of trust term
•  Professional management of assets during term of trust
•  Charitable deduction, but you are taxed on annual income

 

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift

 

 

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