Samford University

Charitable Remainder Unitrusts
(“Give it twice” with a trust)

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.

When the trust terminates, the remainder passes to Samford University.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no upfront capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• You have the satisfaction of making a significant gift that benefits you now and Samford later.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.