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Butler Campus
Gift Planning

Charitable Remainder Unitrust

Charitable Remainder Unitrust 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 Butler 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 Butler

More Information

Contact Us

Office of Gift Planning
Max Harper
Director of Development and Planned Giving
317-940-9028
mdharper@butler.edu

 

Butler University
4600 Sunset Ave.
Indianapolis, IN 46208

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