Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

How It Works

Create trust agreement stating terms of the trust; transfer cash or other property to trustee
Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
Remainder to UAB for purposes you specify

Payments to one or more beneficiaries, varying annually with the value of the trust
Federal income-tax deduction for the charitable remainder value of your interest
No capital-gain tax when trust is established; property is sold by the trust
Trust remainder will provide generous support for UAB

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Kimberley S. Coppock, J.D.
Sr. Director of Development
Planned Giving
(205) 975-5970
kcoppock@uab.edu

UAB Office of Planned Giving
AB 1270
1720 2nd Avenue South
Birmingham, AL 35294
Federal Tax ID Number: 63-6005396