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 IndyHumane
  3. Remainder transferred to your heirs

 Benefits

  • Annual gift to IndyHumane
  • 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

Steven Stolen
Chief Executive Officer
sstolen@indyhumane.org
(317) 872-5650

 

Humane Society of Indianapolis
7929 N. Michigan Road
Indianapolis, Indiana 46268

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