Charitable Remainder Unitrust |
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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 market value of the assets re-valued annually to you or to beneficiaries you name. |
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When the trust ends, the principal passes to Northeastern. |
Benefits
- You receive an immediate income tax deduction
for a portion of your contribution to the trust.
- You pay no capital gains tax on appreciated
assets you donate.
- 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 can have the satisfaction of making a
significant gift that benefits you now and Northeastern later.
More
- Read more detail. Click here.
For more information
If you are considering a charitable remainder unitrust, email us, complete the personal illustration form, or call us at (617) 373-2014 so that we can assist you through every step of the process.
Northeastern University
Office of Gift Planning
346 Richards Hall
360 Huntington Avenue
Boston,MA 02115-5000
(617) 373-2014 | Fax: (617) 373-5519
Gift planning content and Legacy Planner ©2008 VirtualGiving, Inc.