The Right Choice for Your Success

Nongrantor Lead Trust

Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
Trustee invests and manages trust assets and makes annual payments to Western Illinois University
Remainder transferred to your heirs

Annual gift to Western Illinois University
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

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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