Alumni Green

Charitable Remainder Unitrust

Charitable Remainder Unitrust

Charitable Remainder Unitrust

Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

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 PC 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 PC

 

Contact Us

Jason Boice
Assistant Vice President of Advancement
864-833-8265
jtboice@presby.edu
Federal Tax ID Number: 57-0314408

Presbyterian College
ATTN: Jason Boice
503 S. Broad Street
Clinton, SC 29325

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