Nongrantor Lead Trust
How It Works
- Create trust agreement outlining terms of the trust—usually for a term of years
- Transfer cash or other property to trustee
- Trustee invests and manages trust assets
- Trustee makes annual payments to Valpo
- Remainder transferred to your heirs
Benefits
- Annual gift to Valpo
- Future gift to heirs at fraction of property's value
- Professional management of assets during term of trust
- No charitable deduction, but donor not 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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