Grantor Lead Trust
How It Works
- 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
- Trustee invests and manages trust assets and makes annual payments to the Arboretum
- Remainder transferred back to you
Benefits
- Annual gift to the Arboretum
- 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
Request an eBrochure
Request Calculation
Contact Us
The Morton Arboretum
Development Office
(630) 725-2146
legacygiving@mortonarb.org
The Morton Arboretum
4100 Illinois Route 53
Lisle, IL 60532
