Planned Giving

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 KMF 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 KMF. (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

Robert A. Shively, CAE, CFRE
Executive Director
785.357.7646
bob@kansasmasonic.foundation

 

Kansas Masonic Foundation, Inc.
221 SW 33rd Street, Suite 100
Topeka, Kansas 66611-2431

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