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Gift Planning

Grantor Lead Trust

Gift Range: $100,000 or more

A grantor lead trust provides a donor with a charitable income-tax deduction for the present value of the payments Swarthmore is to receive from the trust for a specified period of time. The donor, however, continues to be taxed on the income earned by the trust each year—including the amount distributed to Swarthmore. (To avoid this negative tax result, donors often fund grantor lead trusts with tax-exempt securities.) At the end of the trust term, the assets are returned to the donor.

More Information

Contact Us

Renée P. Atkinson
Director of Gift Planning
866-526-4438
giftplanning@swarthmore.edu

 

Swarthmore College
500 College Avenue
Swarthmore, PA 19081

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