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 Albright
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to Albright
  • 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

Brian Pinto, MPA, CFRE
Assistant Vice President of Major and Planned Giving
610-929-6728
bpinto@albright.edu

 

Albright College
13th and Bern Streets
Reading, PA 19612

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer