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 NCH
  3. Remainder transferred to your heirs

 Benefits

  • Annual gift to NCH
  • 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

Miriam Ross
Director of Development
239-624-2015
Miriam.Ross@nchmd.org

Federal Tax ID Number: 59-2314655

 

NCH Center for Philanthropy
PO Box 234
Naples, FL 34106-0234

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