ESTATE

PLANNING

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

Diagram Description

Grantor Lead Trust Diagram. Description of image is listed below.

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 George Mason
  3. Remainder transferred back to you

Benefits

  • Annual gift to George 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

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Request an eBrochure with more information about this gift.

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Receive a personal calculation of this gift.

Contact Us

Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971
mylegacy@gmu.edu

George Mason University Foundation, Inc.
Office of Advancement and Alumni Relations
4400 University Dr., MS 1A3
Fairfax, Virginia 22030

 

GMU Foundation is a 501(c)(3) nonprofit organization.
Federal EIN / Tax ID#: 54-1603842

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