Avow Hospice
Phone
(239) 261-4404 Call Today for Hospice, Palliative Care, and Grief Support Services

Planned
Giving

Grantor Lead Trust

Grantor Lead Trust Diagram

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 Avow
  3. Remainder transferred back to you

Benefits

  • Annual gift to Avow
  • 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

Annalise Smith
Senior Vice President of Philanthropy
(239) 261-4404
Foundation@Avowcares.org

 

Avow Foundation, Inc.
1095 Whippoorwill Lane
Naples, FL 34105

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