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Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

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 Seton Hill for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying 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 Seton Hill

More Information

Contact Us

Cecilia Hughes
Director of Gift Planning
(724) 830-4636
cahughes@setonhill.edu
Tax ID number: 25-0965557

 

Seton Hill University
1 Seton Hill Drive
Greensburg, PA 15601

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