Tip of the Day

If you want maximum flexibility and maximum effectiveness in your giving, consider a Charitable Remainder Unitrust benefitting Yale.

Unitrusts offer you more planning options than any other life income gift:

• The unitrust can grow tax-free until an event that you choose (retirement; the sale of a trust asset) begins income payments;
• The unitrust can pay income to more than one beneficiary;
• It can pay income for a term of years instead of lifetime -- to help grandchildren with tuition costs, for instance;
• It can hold a temporarily illiquid asset, such as closely-held stock or commercial real estate;
• You can choose the trustees of your unitrust, and in many cases Yale may agree to serve as trustee.

Read more..., email us, or contact us at 1 (800) 445-6086 for more information.