Charitable Remainder Unitrust

How It Works

• You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
• The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
• When the trust terminates, the remainder passes to the Harvard Varsity Club to be used as you have directed.
• You will need to contact your attorney and investment advisor to establish trust documents and establish trust funds.

• Receive income for life or a term of years in return for your gift.
• Receive an immediate income tax deduction for a portion of your contribution.
• Pay no upfront capital gains tax on appreciated assets you donate.
• You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.

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