It is a giving arrangement that resembles the pooled income fund and the annuities. The minimum gift is usually $100,000. Donors design the terms of the trust, who gets payments, and whether they are fixed annuity payments or payments that vary with the investment earnings of the trust assets.
Donors must obtain qualified legal counsel to review the terms of a trust document. If the UUA is named as one of the charitable beneficiaries of a trust, we offer to draft the initial document and work with donors and advisors to set it up. Many financial service business offer trust services, too.
More information on Charitable Remainder Trusts
For more information contact giftplans @ uua.org.
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Last updated on Monday, September 23, 2013.
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