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Grantor Lead Trust

Grantor Lead Trust Diagram. Description of image is listed below.

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 the AOPA Foundation
  3. Remainder transferred back to you

Benefits

  • Annual gift to the AOPA Foundation
  • 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

More Information

Contact Us

Becky Johnston
Director of Giving
becky.johnston@aopa.org
301.695.2274

 

The AOPA Foundation
421 Aviation Way
Frederick, MD 21701
Federal Tax ID Number: 20-8817225

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