Grantor Lead Trust

Grantor Lead Trust Diagram

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 the University of Utah
  3. Remainder transferred back to you

Benefits

  • Annual gift to the University of 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

More Information

Contact Us

Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu

Tiffany Lopez, J.D.
Associate 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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