Charitable Remainder Unitrust

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 UW-Platteville Foundation 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 UW-Platteville Foundation

More Information