Grantor Lead Trust

How It Works
- 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
- Trustee invests and manages trust assets and makes annual payments to Utah
- Remainder transferred back to you
Benefits
- Annual gift to Utah
- 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
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Contact Us
Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu
Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu
Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu
801-581-6824
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