Nongrantor Lead Trust

Diagram Description

How It Works

Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
Trustee invests and manages trust assets and makes annual payments to D-E
Remainder transferred to your heirs

Benefits

Annual gift to D-E
Future gift to heirs at fraction of property's value for transfer-tax purposes
Professional management of assets during term of trust
No charitable income-tax deduction, but donor not taxed on annual income of the trust

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Maria Gardner
Director of Alumni Affairs and School Archivist
sanchm@d-e.org
(201) 227-3111

Dwight-Englewood School
315 E. Palisade Avenue
Englewood, NJ 07631

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Dwight-Englewood is a non-profit corporation accredited by the Middle States Association of Colleges and Secondary Schools and the New Jersey Association of Independent Schools. Dwight-Englewood School is an equal opportunity employer and does not discriminate on the basis of sex, ethnicity, age, national origin, religion, genetic information, marital status, sexual orientation, gender identity, pregnancy or military veteran status. The diversity of our student body supports our commitment to employ a diverse faculty and staff. Educators and staff from all backgrounds who bring knowledge and expertise in equity, diversity and multicultural education are especially encouraged to apply.

Mailing Address: 315 East Palisade Avenue Englewood, NJ 07631

gps: 81 Lincoln Street, Englewood, NJ 07631

201-569-9500 Email: d-e@d-e.org

Located in Englewood, New Jersey, Dwight-Englewood is a greater New York City area private school with a rigorous college prep curriculum for boys and girls in preschool through grade 12.