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 Peconic Bay Medical Center
  3. Remainder transferred back to you


  •  Annual gift to Peconic Bay Medical Center
  •  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

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Contact Us

Maureen Brady Curzio
Advisor, Foundation Development


Peconic Bay Medical Center Foundation
1 Heroes Way
Riverhead, NY 11901-9892


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