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 Valpo
  3. Remainder transferred to your heirs

 Benefits

  • Annual gift to Valpo
  • 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

Christy Graf
Director of Major and Planned Giving
(219) 464-6152
giftplanning@valpo.edu

 

Advancement
Valparaiso University
1100 Campus Drive South
Valparaiso, IN 46383

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