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 Pacific 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 Pacific. (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

Jan Stricklin
Sr. Associate Vice President for Principal & Planned Gifts
jstricklin@pacificu.edu
503-352-2890

 

Forest Grove Campus
2043 College Way
Forest Grove, OR 97116

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