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Charitable Remainder Unitrust
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 is used by Notre Dame as directed by you. |
Benefits
- You qualify for an immediate income tax deduction for a portion of your contribution to the unitrust.
- You bypass capital gains tax on appreciated assets you contribute.
- If you wish, Notre Dame can serve as trustee, and therefore, bypass management fees.
- If Notre Dame is the trustee and sole beneficiary of the trust, the trust can grow at the rate of the Notre Dame Endowment. Learn More
- 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.
- You have the satisfaction of making a significant gift that benefits you and Notre Dame.
For more information
Email us, complete the personal illustration form, or call us at (574) 631-5776 so that we can assist you through every step of the process.
