Gift Planning

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 the Gardens
  3. Remainder transferred back to you

Benefits

  • Annual gift to the Gardens
  • 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

Melissa Tyrone
Director of Philanthropy & Membership
863-734-1213
mtyrone@boktower.org

Federal Tax ID Number: 23-1352009

 

Bok Tower Gardens
1151 Tower Blvd.
Lake Wales, FL 33853

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BOK TOWER GARDENS

1151 Tower Boulevard

Lake Wales, Florida 33853

863-676-1408

info@boktowergardens.org

Sponsored in part by the State of Florida,
Department of State, Division of Cultural Affairs,
and Visit Central Florida.
A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free within the state. 1-800-435-7352. FreshFromFlorida.com registration does not imply endorsement, approval, or recommendation by the state. Charitable Registration Number: CH1161

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