Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust 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 UNF for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for UNF

More Information

Contact Us

Liz Iglesias
Director of Planned Giving
liz.iglesias@unf.edu
(904) 620-5377

 

University of North Florida
1 UNF Drive
Jacksonville, FL 32224

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