Charitable Remainder Unitrusts
(Is this gift for you?)
A charitable remainder unitrust 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 assets --
securities, a business, or investment real estate -- and want
to avoid the capital gains cost of a sale.
- You want the income from your
gift to be able to grow over time.
- You desire maximum flexibility
in the operation of your gift:
- You want income paid to your beneficiary for
a term of years instead of their lifetime.
- You want income to go to more than one beneficiary.
- You want the option of choosing the trustees
of your gift plan.
- You want to donate an appreciating but temporarily
illiquid asset to the University of Connecticut Foundation.
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
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