Gift Planning

Related Links

 ·  Gift illustration
 ·  Complete gift description
 ·  Is this gift for you?
 ·  Who should trustee?
 ·  Additional planning tips
 ·  Gift example
 «

Back

Charitable Remainder Unitrusts (Additional Planning Tips)

Education Trust:
Create a trust for a term of years, using the income to fund a loved one’s education. At the end of the term, the remainder passes to University of Colorado Foundation to use where you have designated.

Special Needs Trust:
It is now possible for a charitable unitrust to pay its income to a separate vehicle set aside to meet the needs of a loved with a qualified disability.

Parents’ Trust:
If you’re providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both University of Colorado Foundation and your family.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.

University of Colorado Foundation
Gift Planning Group
4740 Walnut Street
Boulder,Colorado 80301
(800) 405-9488 | Fax: (303) 541-1397




©2005 University of Colorado Foundation, All Rights Reserved
Privacy Policy | Terms of Use