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Charitable Remainder Unitrust

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Charitable Remainder Unitrust

CRUT Diagram

How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • When the trust terminates, the remainder passes to the Harvard T.H. Chan School of Public Health 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 up front capital gains tax on appreciated assets you give.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Fong Wang Clow, SM ’86, SD ’89

Ronk

Fong Wang Clow, SM ’86, SD ’89, came to the School a long way from China’s countryside, where she planted and harvested rice by hand in leech-infested fields and worked as a barefoot doctor doing her best to handle the medical needs of her village during the Cultural Revolution. She had learned both Eastern and Western medicine from her mother.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com