 |
|
|
||||||||||||||||||
|
 |
|
||||||||||||||||||
|
Unitrusts and Annuity Trusts
If you are interested in maximum flexibility and effectiveness from your gift, consider Bellarmine University's charitable remainder trusts (CRT's). Our unitrust pays you and other beneficiaries income a fixed percentage of its principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested. Our annuity trust pays you and your beneficiaries a fixed income. CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to Bellarmine University. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries. You, your financial institution, or Bellarmine University may serve as the trustee of a CRT. We presently ask for a minimum gift of $100,000 to establish a unitrust that we will trustee. Comparison of Benefits, Unitrust and Annuity Trust Assumptions:
To learn more about charitable remainder trusts, email Joan Riggert, complete the personal illustration form, or call us at 502-452-8332 so that we can assist you.
Use this drop-down to navigate to other planned giving opportunities: |
||||||||||||||||||||
 |
||||||||||||||||||||
|
|
|
||||||||||||||||||
