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 U of I Foundation
  3. Remainder transferred back to you


  •  Annual gift to the U of I Foundation
  •  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

University of Illinois Foundation
Office of Gift Planning and Trust Services
1305 W. Green Street MC-386
Urbana, IL 61801


(217) 244-0473 phone
(217) 333-5577 facsimile


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