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 Baruch
  3. Remainder transferred back to you

Benefits

  •  Annual gift to Baruch
  •  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

Planned Giving Department
P: 646-660-6132
E: plannedgiving@baruch.cuny.edu

 

The Baruch College Fund
One Bernard Baruch Way, Box A1603
New York, NY 10010

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