Ways to Give

Page Title

Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes annual payments to Creighton
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to Creighton
  • 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

More Information

Contact Us

Robert Skrydlak or Mike O'Malley
Phone: 402.280.1143/800.334.8794
Fax: 402.280.2393
Email: giftplanning@creighton.edu

 

Gift and Estate Planning
2500 California Plaza
Omaha, NE 68178-0115

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