Gift Planning
Charitable Remainder Unitrust
How It Works
- Create trust agreement stating terms of the trust; transfer cash or other property to the University of Illinois Foundation
- The University of Illinois Foundation invests and manages trust assets and makes payments to income beneficiaries you designate
- Remainder to the University of Illinois Foundation to benefit UIS for the purposes you specify
Benefits
- Payments to one or more beneficiaries, varying 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 UIS
More Information
Request an eBrochure
Request Calculation
Contact Us
Justin T. Seno, CFP® |
University of Illinois Foundation |
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