Samford University

Charitable Remainder Unitrusts
(Is this gift for you?)

A charitable remainder unitrust is for you if ...

• You want to make a major gift to Samford University while retaining or increasing your income from the assets you contribute.
• You hold appreciated assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale.
• You want the income from your gift to be able to grow over time.
• You desire maximum flexibility in the operation of your gift:
• You want income paid to your beneficiary for a term of years instead of their lifetime.
• You want income to go to more than one beneficiary.
• You want the option of choosing the trustees of your gift plan.
• You want to donate an appreciating but temporarily illiquid asset to Samford.