Front diagonal view of Mission House

Legacy Giving

Grantor Lead Trust

Gift Range: $100,000 or more

A grantor lead trust provides a donor with a charitable income-tax deduction for the present value of the payments The Trustees is to receive from the trust for a specified period of time. The donor, however, continues to be taxed on the income earned by the trust each year—including the amount distributed to The Trustees. (To avoid this negative tax result, donors often fund grantor lead trusts with tax-exempt securities.) At the end of the trust term, the assets are returned to the donor.

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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