Charitable Remainder Annuity Trusts
(Is this gift for you?)

A charitable remainder annuity trust is for you if ...

• You want to make a major gift to the University of Connecticut Foundation while retaining or increasing your income from the assets you contribute.

• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.

• You prefer the stability of a fixed income.

• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

For more information

Email us, complete the personal illustration form, or call us at 860.486.6135 so that we can assist you through every step of the process.

Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu