Grantor Lead Trust

Grantor Lead Trust Diagram. Description of image is listed below.

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 ETF
  3. Remainder transferred back to you

Benefits

  • Annual gift to ETF
  • 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

Angelia Nystrom
(865) 524-1223, ext. 121
anystrom@etf.org
Federal Tax ID Number: 62-0807696

 

East Tennessee Foundation
ATTN: Angelia Nystrom
520 W. Summit Hill Drive, Suite 1101
Knoxville, TN 37902

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