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 Gilman
3. Remainder transferred back to you

Benefits

• Annual gift to Gilman
• 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

Heather Harlan Warnack Director of Development hwarnack@gilman.edu Mary Ellen Porter Associate Director of Development & Director of Planned Giving meporter@gilman.edu

Gilman School 5407 Roland Avenue Development Office Baltimore, MD 21210 410-323-7178 Federal Tax ID Number: 52-0591604