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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 UA Foundation 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 UA Foundation. (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
Harry Need, CFRE
Senior Director of Philanthropic Services
hwneed@alaska.edu
907-786-4840
Tax ID: 23-7394620ANCHORAGE OFFICE
University of Alaska Foundation
1835 Bragaw Street, Suite 249
Anchorage, AK 99508
907-786-1111
foundation@alaska.edu
FAIRBANKS OFFICE
University of Alaska Foundation
2025 Yukon Drive, Suite 208
PO Box 755080
Fairbanks, AK 99775
907-450-8030
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