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 the University of Utah for 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 the University of Utah

More Information

Contact Us

Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu

Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu

 

Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu

801-581-6824

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