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Hon. Robert Boyle Legacy Society
Some Inspiring Examples
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Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators
Charitable Remainder Unitrusts
How it Works
You transfer cash, securities or other appreciated property into a trust.
The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiary(ies) you name.
When the trust terminates, the remainder passes to William & Mary to be used as you have directed.
Benefits
Receive income for life or a term of years in return for your gift.
Receive an immediate income tax
deduction
for a portion of your contribution.
Pay no upfront capital gains tax on appreciated assets you donate.
You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.
Note:
Beneficiaries must be 50 or older at the time of the gift.
The minimum gift amount is $100,000.
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Calculate your income for this gift!
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More detail
about charitable remainder unitrusts.
Frequently asked questions on charitable remainder unitrusts
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so we can assist you through every step.
Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators
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