Grantor Lead Trust

Grantor Lead Trust Diagram. Description of image is listed below.

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 CNEWA
  3. Remainder transferred back to you

Benefits

  • Annual gift to CNEWA
  • 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

 

Federal Tax ID Number: 13-1623929


Contact Us

Brian McGinley
Director of Development
Office: (646) 791-0291
bmcginley@cnewa.org

Catholic Near East Welfare Association
220 East 42nd Street
New York, NY 10017

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