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 UA Foundation 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 UA Foundation

More Information

Contact Us

Toll Free: (800) 845-4877
Phone: (520) 621-1993
Fax: (520) 626-7800
Email: plangift@al.arizona.edu

 

The University of Arizona Foundation
Office of Gift Planning
1111 N. Cherry Avenue
P.O. Box 210109
Tucson, AZ 85721-0109

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