Gift Planning

Related Links

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

 ·  Who should trustee?
 ·  Additional Planning Tips
 ·  Gift example
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Charitable Remainder Unitrusts (Is this gift for you?)

A charitable remainder unitrust 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 assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale.
  • You want the income from your gift to be able to grow over time.
  • You desire maximum flexibility in the operation of your gift:
    • You want income paid to your beneficiary for a term of years instead of their lifetime.
    • You want income to go to more than one beneficiary.
    • You want the option of choosing the trustees of your gift plan.
    • You want to donate an appreciating but temporarily illiquid asset to the University of Colorado Foundation.

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




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