Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

How It Works

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

 Benefits

  • Annual gift to FAU
  • 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

More Information

Contact Us

Kristina Gregg
Executive Director of Gift Planning
Phone: 561-297-2058
Fax: 561-297-2520
E-mail: k.gregg@fau.edu or gift.planning@fau.edu

 

FAU Foundation
Office of Gift Planning
777 Glades Road, ADM 247
Boca Raton, FL 33431

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