How You Can Help
Grantor Lead Trust
How It Works
- 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
- Trustee invests and manages trust assets and makes annual payments to DRI
- Remainder transferred back to you
Benefits
- Annual gift to DRI
- 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
Request an eBrochure
Request Calculation
Contact Us
Office of Gift Planning
jshapiro@drif.org
(800) 321-3437
Diabetes Research Institute Foundation, Inc.
1450 N.W. 10th Avenue, 2nd Floor
Miami, FL 33136
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer