PLANNED
GIVING
Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.
Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee.
- Trustee invests and manages trust assets and makes annual payments to George Mason University Foundation.
- Remainder transferred to your heirs.
Benefits
- Annual gift to George Mason University Foundation.
- 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
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Aquanetta J. Betts, JD |
George Mason University Foundation, Inc. |
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