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Affiliated Organizations
  HN Medical Partners   School of Nursing   HNH Fitness   Villa Marie Claire   Simulation Learning   Haiti Health Promise
Medical Partners Offices
Cardiovascular Specialists University Orthopaedic Pulmonary Specialists Obstetrics & Gynecology North Jersey Heart North Jersey Surgical Surgical Specialistss Primary Care Specialty Assoc. Urologic Specialties Women's Health Care

Planned Giving

  201-833-3014    |      cdavey@holyname.org

Grantor Lead Trust

Grantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
  2. Trustee invests and manages trust assets and makes annual payments to Holy Name 
  3. Remainder transferred back to you

Benefits

  •  Annual gift to Holy Name 
  •  Property returned to donor at end of trust term
  •  Professional management of assets during term of trust
  •  Charitable income-tax deduction, but you are taxed on trust's annual income

More Information

Contact Us

Cathleen Davey
President, Holy Name Foundation
Vice President for Development, Holy Name
201-833-3014
cdavey@holyname.org

 

Holy Name
718 Teaneck Road
Teaneck, NJ 07666

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