ChristianaCare

Charitable Gift Planning

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 ChristianaCare
  3. Remainder transferred to your heirs

 Benefits

  • Annual gift to ChristianaCare
  • 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

Amy Bielicki
Director of Development and Planned Giving
Amy.Bielicki@ChristianaCare.org
(302) 327-3337

 

ChristianaCare
4000 Nexus Drive, Suite W3-300
Wilmington, DE 19803

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer