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 the Institute for Public Service 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 the Institute for Public Service

More Information

Contact Us

Kristen Davis
Director of Development
(865) 974-6621
kristen.davis@tennessee.edu
www.ips.tennessee.edu

 

UT Institute for Public Service
1610 University Avenue
Knoxville, TN 37921

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