Grantor Lead Trust

Gift Range: $100,000 or more

A grantor lead trust provides a donor with a charitable income-tax deduction for the present value of the payments the University of Illinois Foundation is to receive from the trust for a specified period of time. The donor, however, continues to be taxed on the income earned by the trust each year—including the amount distributed to the University of Illinois Foundation. (To avoid this negative tax result, donors often fund grantor lead trusts with tax-exempt securities.) At the end of the trust term, the assets are returned to the donor.

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University of Illinois Foundation
Office of Gift Planning and Trust Services
217.244.0473
GPInfo@uif.uillinois.edu

 

1305 W. Green Street MC-386
Urbana, IL 61801

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