Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes annual payments to Queen's
- Remainder transferred to your heirs
Benefits
- Annual gift to Queen's
- 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
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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