Charitable Remainder Unitrusts
(Gift illustration)

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.

When the trust terminates, the remainder passes to University of Cincinnati Foundation.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no upfront 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 have the satisfaction of making a significant gift that benefits you now and University of Cincinnati Foundation later.

For more information

Email us, complete the personal illustration form, or call us at (513) 556-6147 so that we can assist you through every step of the process.

University of Cincinnati Foundation
51 Goodman Drive
Cincinnati, OH 45219-0970
(513) 556-6147