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.

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Contact Us

Stacia Stephenson
Interim Executive Director
stephensons@uwplatt.edu
608.732.0629

 

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

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