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Grantor Lead Trust

Gift Range: $100,000 or more

A grantor lead trust provides a donor with a charitable income-tax deduction for the present value of the payments Northfield Mount Hermon is to receive from the trust for a specified period of time. The donor, however, continues to be taxed on the income earned by the trust each year—including the amount distributed to Northfield Mount Hermon. (To avoid this negative tax result, donors often fund grantor lead trusts with tax-exempt securities.) At the end of the trust term, the assets are returned to the donor.

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Contact Us

Casey Vollinger '01
Director of Legacy Giving
413-498-3102
cvollinger@nmhschool.org

 

Jenny Smith
Associate Director, Gift Planning
413-498-3140
jsmith@nmhschool.org

Office of Advancement
Northfield Mount Hermon
Attn: Attn: Casey Vollinger
1 Lamplighter Way
Mount Hermon, MA 01354
Federal Tax ID Number: 04-2109865

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