Provide for Your Loved Ones and FIU Foundation

Charitable Lead Trusts

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure

Do you want to benefit from the tax savings that result from supporting FIU Foundation, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to FIU Foundation and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to FIU Foundation go up as well.

eBrochure Request Form

Please provide the following information to view the brochure.

Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

Calculate Your Benefits

Gift Illustrator

Submit a few details and see how a charitable lead trust can benefit you.

See My Benefits

  1. Contact Steven L. Schwartz at 352-262-3940 / slschwar@fiu.edu or Susan Lane at 305-348-7491 / slane@fiu.edu to talk about supporting FIU Foundation by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal adviser.
  3. If you include FIU Foundation in your plans, please use our legal name and federal tax ID.

Legal Name: Florida International University Foundation
Address: Miami, FL
Federal Tax ID Number: Please contact us for our federal tax ID number.

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure