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 OU
Remainder transferred to your heirs

Annual gift to OU
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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Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

University Advancement

Frances M. Moceri House
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]