Planned Giving

Grantor Lead Trust

Grantor Lead Trust Diagram

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 IndyHumane
  3. Remainder transferred back to you

Benefits

  •  Annual gift to IndyHumane
  •  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

More Information

Contact Us

Gina Hays
Chief Development Officer
ghays@indyhumane.org
317.489.3673

 

Humane Society of Indianapolis
7929 N. Michigan Road
Indianapolis, Indiana 46268
Federal Tax ID#: 35-0876385

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