Giving

Planned Giving

Give the gift of a Derryfield education.

Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

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 Derryfield
  3. Remainder transferred to your heirs

 Benefits

  • Annual gift to Derryfield
  • 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

 Next Steps

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The Derryfield School

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