Grantor Lead Trust

Gift Range: $100,000 or more

A grantor lead trust provides a donor with a charitable income-tax deduction for the present value of the payments UP is to receive from the trust for a specified period of time. The donor, however, continues to be taxed on the income earned by the trust each year—including the amount distributed to UP. (To avoid this negative tax result, donors often fund grantor lead trusts with tax-exempt securities.) At the end of the trust term, the assets are returned to the donor.

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Contact Us

Connie Ozyjowski
Director of Advancement Services, Office of Development
503-943-7479
ozyjowsk@up.edu

 

University of Portland
5000 N. Willamette Blvd.
Portland, Oregon 97203-5798

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