Connecticut College

Charitable Remainder Unitrusts

CLICK HERE FOR A DETAILED EXPLANATION

How it works

  You transfer cash, securities or other appreciated property into a unitrust.

  The trust pays a percentage of the value of its principal, which is revalued annually, to you or to the beneficiaries you name.

  When the trust terminates, the principal passes to Connecticut College.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no up front capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• You have the satisfaction of making a significant gift that benefits you now and Connecticut College later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (860) 439-2414 so that we can assist you.

Connecticut College
270 Mohegan Avenue
New London, CT 06320-4196
(860) 439-2414 | Fax: (860) 439-5455