Charitable Remainder Unitrust

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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 Connecticut College 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 Connecticut College

More Information

Contact Us

Office of Gift Planning
giftplanning@conncoll.edu
(860) 439-2416

 

Connecticut College
270 Mohegan Avenue
New London, CT 06320
06-0646587

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