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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 Northfield Mount Hermon
  3. Remainder transferred back to you

Benefits

  • Annual gift to Northfield Mount Hermon
  • 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

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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