Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

How It Works

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


  • Annual gift to Babson
  • 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

More Information

Contact Us

Sandra Anthoine
Director, Planned and Leadership Gifts
(781) 239-4352


Babson College
231 Forest Street
Babson Park, MA 02457


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