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
Request an eBrochure
Request Calculation
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
Federal tax ID number: 54-1603842
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