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 EOC
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to EOC
  • 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

Kelli Hirsch
Major Gifts and Grants Manager
khirsch@energyoutreach.org
303.226.5067

 

Energy Outreach Colorado
225 East 16th Ave, Suite 200
Denver, CO 80203
EIN: 74-2543881

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