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 the UW-Platteville Foundation 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 the UW-Platteville Foundation. (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.

More Information

Contact Us

Stacia Stephenson
Director of Major Gifts Development and Alumni Engagement
stephensons@uwplatt.edu
608.732.0629

 

Office of Planned Giving
UW-Platteville Foundation
1 University Plaza
Platteville, WI 53818

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