Front diagonal view of Mission House

Legacy Giving

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 The Trustees
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to The Trustees
  • 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

Julie Lazarus
Senior Planned Giving Officer
978-338-1172
jlazarus@thetrustees.org

 

The Trustees of Reservations
200 High Street, 4th Floor
Boston, MA 02110

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