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 Baruch for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary 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 Baruch

More Information

Contact Us

Planned Giving Department
P: 646-660-6132
E: plannedgiving@baruch.cuny.edu

 

The Baruch College Fund
One Bernard Baruch Way, Box A1603
New York, NY 10010

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