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Charitable Remainder Unitrust

Diagram Description

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 Missouri S&T 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 Missouri S&T

More Information

Request an eBrochure

Request an eBrochure with more information about this gift.

Request Calculation

Receive a personal calculation of this gift.

Contact Us

John D. Held, II
Executive Director of Gift Planning
heldjohn@mst.edu
573-341-6533 Office
712-291-5004 Cell

 

University Advancement
107 Castleman Hall
400 West 10th Street
Rolla, MO 65409

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1100 N. Pine St., Rolla, MO 65409 | 573-341-4944 | 800-392-4112

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