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 the JFK Library Foundation
  3. Remainder transferred back to you

Benefits

  • Annual gift to the JFK Library Foundation
  • 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

James Jenkins
Director of Individual Giving
617-514-1665
james.jenkins@jfklfoundation.org

 

John F. Kennedy Library Foundation
Columbia Point
Boston, MA 02125

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