Giving

Planned Giving

Give the gift of a Derryfield education.

Grantor Lead Trust

Grantor Lead Trust Diagram

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 Derryfield
  3. Remainder transferred back to you

Benefits

  •  Annual gift to Derryfield
  •  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

Next Steps

Back

© Pentera, Inc. Planned giving content. All rights reserved.

The Derryfield School

2108 River Road, Manchester, NH 03104     p: 603.669.4524     f: 603.625.9715