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.

Nongrantor Lead Trust

Diagram Description

Nongrantor 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) and transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes annual payments to George Mason University Foundation
  3. 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

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Request an eBrochure with more information about this gift.

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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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