Align your financial and philanthropic priorities
If you’d like to make a lasting impact at the UO and receive income for life, a Charitable Remainder Trust (CRT) may be worth exploring.
A CRT allows you to convert highly appreciated assets, like stock or real estate, into a lifetime income stream with no immediate capital gains taxes. You or your loved ones receive regular payments, and at the end of the trust term, the remaining balance supports the UO areas you care about most.
What Happens
You transfer assets to a trust.
The trust sells the assets tax-free and reinvests the proceeds.
You receive regular income for life or a set term.
Remaining funds go to the UO.
Benefit to You
Receive an immediate charitable tax deduction.
No capital gains taxes on the sale.
Enjoy reliable income and diversify your assets.
Create a legacy that lasts.
Example: Jane, BS ’72, owned appreciated stock worth $250,000 that produced little income. She established a CRT that pays her 5% annually. Doing so, she avoided immediate capital gains taxes, claimed a significant charitable deduction, and ensured the remainder will fund scholarships for UO students.
To learn more or see a personalized illustration, contact the Office of Gift Planning at giftplan@uoregon.edu, 800-289-2354, or visit the website. We’re happy to help you explore creative ways to make a difference for Ducks.