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Charitable Remainder Trusts

In a charitable remainder trust, a donor transfers assets to the Rutgers University Foundation, which serves as trustee. These assets can be either cash or noncash possessions. In return, the foundation provides regular payments to one or more individuals for life or for a term of years. Your income amount can be either variable or fixed. When the trust terminates, the amount remaining in the trust is transferred to the university to be used for a purpose designated by the donor.

A minimum gift of $100,000 is required to establish a charitable remainder trust at Rutgers.

Benefits

  • Quarterly income for life for yourself and/or your spouse or other beneficiaries
  • Avoidance of capital gains tax on gifts using appreciated assets
  • Federal income tax charitable deduction
  • Savings on gift and estate taxes
  • Satisfaction of knowing that your gift will help to shape Rutgers’ future

If you would like to discuss how a charitable remainder trust might work for you, please contact the Office of Gift Planning at 1-888-782-3666 or giftplanning@winants.rutgers.edu.

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