Charitable Remainder Unitrust: Variable Income for Life Cash, securities, real estate, life insurance, or personal property can be gifted to fund a trust. These trusts are managed within the University endowment, which provides beneficiaries access to diversity and alternative investments. This option provides variable income for life, or a term of years for one or two individuals, and possibly another generation. The minimum gift amount is $50,000. ADDITIONAL BENEFITS • Immediate charitable income tax deduction • Minimum payout is five percent • 100 percent avoidance of capital gains tax on the transfer, if funded with appreciated assets • Re-valued annually to reflect investment performance, providing opportunity for growth in income To learn more, visit rochester.giftplans.org and click on “Ways to Give.” Charitable Lead Trusts The University receives income for a term of years with the corpus going to you or your heirs. Charitable lead trusts may appeal to individuals who wish to make a gift but retain the property in their family. To learn more, visit rochester.giftplans.org and click on “Ways to Give.”
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