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Learn MoreLoyola University Chicago
Gift Planning
eBROCHURES LIBRARY
Grantor lead trust
How It Works
- 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
- Trustee invests and manages trust assets and makes annual payments to Loyola
- Remainder transferred back to you
Benefits
- Annual gift to Loyola
- 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
Next steps
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