Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes annual payments to the Arboretum
- Remainder transferred to your heirs
Benefits
- Annual gift to the Arboretum
- 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
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
