Grantor Lead Trust
How It Works
- 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
- Trustee invests and manages trust assets and makes annual payments to Queen's
- Remainder transferred back to you
Benefits
- Annual gift to Queen's
- 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
Request an eBrochure
Request Calculation
Contact Us
Julia Ramos
Manager, Donor Services
Queen’s Philanthropy
(808) 881-4420
QueensPhilanthropy@queens.org
The Queen’s Health Systems
ATTN: Philanthropy
PO Box 3445
Honolulu, Hawaii 96801-3445
Federal Tax ID Number: 99-0238120
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