Gift Planning

Related Links

 ·  Gift illustration
 ·  Complete gift description
 ·  Is this gift for you?

 ·  Who should trustee?
 ·  Gift example
 « Back

Charitable Remainder Annuity Trusts (Is this gift for you?)

A charitable remainder annuity trust is for you if ...

  • You want to make a major gift to the University of Colorado Foundation while retaining or increasing your income from the assets you contribute.
  • You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
  • You prefer the stability of a fixed income.
  • You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

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