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 Albertus Magnus College 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 Albertus Magnus College. (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.

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Contact Us

Kierran Broatch
Assistant Vice President for Advancement
(203) 773-4476
kbroatch@albertus.edu
Federal Tax ID Number: 06-0646520

 

Albertus Magnus College
Attn: Kierran Broatch
Office of Advancement
700 Prospect Street
New Haven, CT 06511-1189

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