Grantor Lead Trust

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 Stony Brook
3. Remainder transferred back to you

Benefits

•  Annual gift to Stony Brook
•  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

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift