Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to FAU for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for FAU

More Information

Contact Us

Kristina Gregg
Executive Director of Gift Planning
Phone: 561-297-2058
Fax: 561-297-2520
E-mail: k.gregg@fau.edu or gift.planning@fau.edu

 

FAU Foundation
Office of Gift Planning
777 Glades Road, ADM 247
Boca Raton, FL 33431

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