We Exist to Inspire

Providence Day School exists to inspire in its students a passion for learning, a commitment to personal integrity, and a sense of social responsibility.

An independent, college preparatory school, grades Transitional Kindergarten through 12

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 Providence Day
  3. Remainder transferred back to you

Benefits

  •  Annual gift to Providence Day
  •  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

Next Steps

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Providence Day School
5800 Sardis Road Charlotte NC 28270
704.887.6000

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