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 Deerfield 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 Deerfield. (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

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning
Phone: (413) 774-1872

Jessica Remillard P’26, Planned Giving Coordinator
Phone: (413) 774-1584

Email: plannedgiving@deerfield.edu

 

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342

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Contact Gift Planning Office

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning

Jessica Remillard P’26, Planned Giving Coordinator

(413) 774-1584

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
plannedgiving@deerfield.edu