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 Notre Dame for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary 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 Notre Dame

More Information

Contact Us

Greg Dugard
Senior Director
Office of Gift Planning
Ph: (877) 631-8631
Fax: (574) 631-8325
gdugard@nd.edu

 

University of Notre Dame
Eddy Street Commons at Notre Dame
1251 N. Eddy Street, Suite 300
South Bend, IN 46617

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