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

Benefits

  •  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

Request an eBrochure

Contact Us

Maureen Brady Curzio
Advisor, Foundation Development
631-548-6080
mbradycurzio@northwell.edu

 

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

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer