Grantor Lead Trust

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 Bucknell
  3. Remainder transferred back to you

Benefits

  • Annual gift to Bucknell
  • 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

More Information

Contact Us

Melissa M. Diehl
Director, Estate, Trust, & Gift Planning
570-577-3776
mmdiehl@bucknell.edu

 

Bucknell University
301 Market Street, Suite 2
Lewisburg, PA 17837
Federal Tax ID Number: 24-0772407

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Contact Details

University Advancement

Hours

08:30 a.m. - 04:30 p.m.

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