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Charitable Remainder 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.

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Looking for a way to give FIU Foundation a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:

  • A partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

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Learn How to Fund It

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

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  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 remainder 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