Grantor Lead Trust

How It Works

1. 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
2. Trustee invests and manages trust assets and makes annual payments to UAB
3. Remainder transferred back to you

Benefits

• Annual gift to UAB
• 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

More Information

Contact Us

Kimberley S. Coppock, J.D. Sr. Director of Development Planned Giving (205) 975-5970 kcoppock@uab.edu

UAB Office of Planned Giving AB 1270 1720 2nd Avenue South Birmingham, AL 35294 Federal Tax ID Number: 63-6005396