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Charitable Remainder Trusts
An irrevocable transfer of an asset to a trustee you select.
The trustee invests the assets and pays income for a lifetime
or a term of twenty years or less. At the end of the term,
the assets are transferred to the UO. There are two types:
Charitable Remainder Unitrust
- Beneficiary receives a fixed percentage of the value
of the trust every year.
- Fair market value of trust revalued annually.
- If value of trust increases or decreases, so does
income.
- A hedge against inflation.
- Additions can be made to the trust.
Charitable Remainder Annuity Trust
- Beneficiary receives a fixed dollar amount every year.
- Amount based on percentage of the value of the trust
at inception.
- Additions cannot be made to the trust.
- Tax deduction is higher for annuity trust than the
unitrust.
Types of Life Income Gifts:
:: Charitable
Gift Annuities
:: Charitable Remainder Trusts
:: Fund
your life income gift with real estate UO Gift Planning
(541) 346-3016 or (800) 289-2354
Fax (541) 346-2574
E-mail giftplan@uoregon.edu
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