GA is a PreK-12, coed, nonsectarian day school in Fort Washington, PA

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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 GA
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to GA
  • 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

Martin Dean, Associate Director
267-405-7458
Martin.Dean@germantownacademy.org

 

Germantown Academy
340 Morris Road
Fort Washington, PA 19034

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