Planned Giving

Girl from Indonesia with giant smile

Nongrantor Lead Trust

Nongrantor Lead Trust Diagram. Description of image is listed below.

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 Smile Train
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to Smile Train
  • 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

Dawn Ellwood
315-610-6966
plannedgiving@smiletrain.org

 

Smile Train
633 Third Ave, 9th Floor
New York, NY 10017

Federal Tax ID Number: 13-3661416

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