Nongrantor Lead Trust

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 CRC
Remainder transferred to your heirs

Annual gift to CRC
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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Julie Taylor
National Director of Philanthropic Partnerships
(202) 464-2043
development@capitalresearch.org

Capital Research Center
ATTN: Julie Taylor

1700 N. Moore St., Suite 2010
Arlington, VA 22209

Federal Tax ID Number: 52-1289734