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Planned Giving

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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 the Barnes
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to the Barnes
  • 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

Nina McN. Diefenbach
SVP, Deputy Director for Advancement
215.278.7111
ndiefenbach@barnesfoundation.org

Federal Tax ID Number: 23-6000149

 

The Barnes Foundation
2025 Benjamin Franklin Parkway
Philadelphia, PA 19130

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