PLANNED GIVING

Grantor Lead Trust

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 Southern Adventist University
  3. Remainder transferred back to you

Benefits

  • Annual gift to Southern Adventist University
  • 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

More Information

Contact Us

Kimberly Bobenhausen
Director of Planned Giving
kbobenhausen@southern.edu

Federal Tax ID Number: 62-0536733

 

Southern Adventist University
P.O. Box 370
Collegedale, TN 37315
Telephone: 423.236.2832
plannedgiving@southern.edu

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