Charitable Unitrust

You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property. Or perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. For all of these reasons, you might consider a charitable remainder unitrust.

Benefits of a Charitable Remainder Unitrust Gift

  • Payments for life, lives, or term of years
  • Possible Capital gains tax avoidance
  • Charitable tax deduction and savings for your gift
  • Supports Texas A&M

How to Select the Right Unitrust Payout for You

There are several flexible unitrust payout options to meet your needs:

  • The standard unitrust pays out a percentage of the trust assets each year
  • One popular option permits the unitrust to be invested to pay income depending on your current needs
  • Another payout option used commonly for real estate permits the trust to sell the property tax free and then begin paying you income

After-Lifetime Gifts

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.  Learn More

Retirement Account Beneficiary Gift

Making the Texas A&M Foundation beneficiary of your retirement account can be a powerful planning tool and a great gift. Learn More

Give it Twice Trust

You provide your children with a stream of income while making a gift to charity. Learn More

Blended Gifts

There are many combination gift options that can make your giving go farther than a simple gift of cash or property.  Learn More

Gift of Insurance

A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission. Learn More

Dual-Benefit Gifts

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments for the rest of your life. Learn More

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with payments for life or a term of years.  Learn More

Life Estate Reserved

You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need! Learn More

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed payments for life or a term of years. Learn More

Charitable Lead Trust

You transfer your cash or property to fund a lead trust that makes gifts to support A&M for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings. Learn More

Sale and Unitrust

If you give a portion of your property to us to fund a charitable remainder trust, when the entire property sells you receive cash and payments for life. Learn More