Planned Giving
Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes annual payments to Lindenwood
- Remainder transferred to your heirs
Benefits
- Annual gift to Lindenwood
- 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
Request an eBrochure
Request Calculation
Contact Us
Ken Meyer
Director, Advancement
(636) 949-4942
kmeyer@lindenwood.edu
Lindenwood University
209 S. Kingshighway
St. Charles, MO 63301
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