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.
Grantor Lead Trust
How It Works
- 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.
- Trustee invests and manages trust assets and makes annual payments to Mason.
- Remainder transferred back to you.
Benefits
- Annual gift to Mason.
- 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
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|
Aquanetta J. Betts, JD |
George Mason University Foundation, Inc. |
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