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Charitable Remainder Unitrusts
(Gift illustration)
How it works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name. |
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When the trust terminates, the remainder passes to Yale. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
- You pay no upfront capital gains tax on appreciated assets you donate.
- You or your designated beneficiaries receive income for life or a term of years.
- You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
- If Yale serves as trustee, your gift will benefit from expert asset management, with low administrative cost, under the direction of Yale Investment's Office.
- You have the satisfaction of making a significant gift that benefits you now and Yale later.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.
