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Grantor Lead Trust

Diagram Description

Grantor Lead Trust Diagram. Description of image is listed below.

How It Works

  1. 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
  2. Trustee invests and manages trust assets and makes annual payments to Western Illinois University
  3. Remainder transferred back to you

Benefits

  • Annual gift to Western Illinois University
  • 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

 

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Contact Us

Amy Crosby
Interim Executive Director
(309) 298-1828
al-crosby@wiu.edu

Foundation and Development
303 Sherman Hall / 1 University Circle
Macomb, IL 61455 USA
Federal Tax ID Number: 37-0910458

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