Nongrantor Lead Trust

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 EDF
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to EDF
  • 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

Contact Us

Toll-free: 877-677-7397
legacy@edf.org
Federal tax ID number 11-6107128

 

Environmental Defense Fund
257 Park Avenue South
Planned Giving, FL 11
New York, NY 10010

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