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 PLU 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 PLU

More Information

Contact Us

Sue Loiland, CFRE P '12

Senior Gift Planner

Phone: 253.535.8421

Fax: 253.535.8377

Email: loilansm@plu.edu

 

Jennie Griek, CAPĀ®, CFRE '02

Gift Planner

Phone: 253.535.7156

Fax: 253.535.8377

Email: jgriek@plu.edu

 

Pacific Lutheran University
12180 Park Avenue S.
Tacoma, WA 98447

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