Charitable Remainder Unitrust
(Gift illustration)

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 re-valued annually, to you or to beneficiaries you name.

When the trust terminates, the remainder passes to the University of South Carolina or its affiliated Foundations.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no upfront 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 the University of South Carolina or its affiliated Foundations later.

For more information

Email us, complete the personal illustration form, or call us at (803) 777-4196 so that we can assist you through every step of the process.

The University of South Carolina
Office of Gift Planning
University Development
1600 Hampton Street, Suite 738
Columbia, SC 29208
Phone: (803) 777-4196
Fax: (803) 777-9708
Email: giftplan@mailbox.sc.edu