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Charitable Remainder Unitrust:
Variable Income for Life
Cash, securities, real estate, life insurance, or personal property
can be gifted to fund a trust. These trusts are managed within the
University endowment, which provides beneficiaries access to
diversity and alternative investments. This option provides variable
income for life, or a term of years for one or two individuals, and
possibly another generation. The minimum gift amount is $50,000.
ADDITIONAL BENEFITS
• Immediate charitable income tax deduction
• Minimum payout is five percent
• 100 percent avoidance of capital gains tax on the transfer,
if funded with appreciated assets
• Re-valued annually to reflect investment performance,
providing opportunity for growth in income
