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Charitable Remainder Unitrusts

Is this gift for you?
A Charitable Remainder Unitrust is for you if ...

  • You want to make a major gift to MU Foundation while retaining or increasing your income from the assets you contribute.
  • You hold appreciated assets – securities, a business, or investment real estate – and want to avoid the capital gains cost of a sale.
  • You want the income from your gift to be able to grow over time.
  • You desire maximum flexibility in the operation of your gift:
  • You want income paid to your beneficiary for a term of years instead of their lifetime.
  • You want income to go to more than one beneficiary.
  • You want the option of choosing the trustees of your gift plan.
  • You want to donate an appreciating but temporarily illiquid asset to the MU Foundation.