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 Thayer 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 Thayer

More Information

Contact Us

Melissa Tuthill Forger '92
Director of Development
781.664.2501
mforger@thayer.org

 

Rachael Rouvales Vassalotti '79 P '07, '11, '12
Associate Director of Development
781.664.2504
rvassalotti@thayer.org

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