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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 UTIA
  3. Remainder transferred back to you

Benefits

  • Annual gift to UTIA
  • 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

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Contact Us

Tom Looney
Interim Chief Advancement Officer
865.974.8622
tom.looney@tennessee.edu

 

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Together We Grow is a historic campaign for the University of Tennessee Institute of Agriculture. It will take all of us to grow. Together, we can impact tomorrow.