Charitable Remainder Unitrust (A Bucket of Flexible Income)
How it works
You transfer cash, securities or other appreciated property into a trust.
The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
When the trust ends, the principal passes to the University of Denver.
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 DU later.
For more information
Email us, complete the personal illustration form, or call us at (303) 871-2739 or Toll Free at (800) 448-3238 so that we can assist you through every step of the process.
University of Denver || Office of Gift Planning || 2190 E. Asbury Ave. || Denver,
CO 80208 || 303.871.2739