Gift Planning at Yale

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "//www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="//www.w3.org/1999/xhtml"> <head> <title> Gift Planning at Yale </title> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /> <meta name="keywords" content="planned giving, gift planning, donations, charitable bargain sale, income tax deduction" /> <meta name="description" content="Give an asset that may help us more than it is helping you, such as a life insurance policy whose coverage your family no longer needs, or real estate such as a second home or a parcel of undeveloped land, or even a collection of books or artwork" /> <link href="css/anylink.css" type="text/css" rel="stylesheet" /> <link href="css/base.css" type="text/css" rel="stylesheet" /> <script src="js/toolbar.js" type="text/javascript"></script> <style type="text/css"> #vgnext { display: none; } #vgitgfy { display: none !important; } #vghowworks { width: 100%; } #vgbenefits { width: 100% } #giftdiag { float: left; margin-bottom: 20px; } #giftlogo { display: none; } .giftdiagram { float: left; } #charter td { padding: 7px; } .vgslide { display: none; } .vgcalclink { display: none !important; } .giftbullets { margin-right: 7px; float: left; clear: left; margin-bottom: 15px; } #vgrelatedlinks { display: none; } .subtext { clear: none !Important; } #vghowworks h2 { margin-top: 0px; } </style> <link href="css/twoColElsRtHdr.css" rel="stylesheet" type="text/css" />  <style type="text/css">  </style> </head> <body class="twoColElsRtHdr" > <div id="container"> <div id="header"> <h1>Giving to Yale</h1>  </div> <div id="sidebar1"> <h3>Related Links</h3> <p><a href="GIFTcharituni.php">Gift Illustration</a></p> <p><a href="GIFTcharituni2.php">Complete Gift Description</a></p> <p><a href="crtprogram.php">Yale's Trust Program</a></p> <p><a href="GIFTcharituni3.php">Is This Gift Right For You?</a></p> <p><a href="trusteeCRUT.php">Who Should Trustee?</a></p> <p><a href="crutEX.php">Gift Example</a></p> <div class="vgcalclink"> <p><a href="calc-crut.php">Calculate Your Benefits</a></p> </div> <p><a href="CRUTplanningtips.php">Additional Planning Tips</a></p> <p><a href="GIFTcharituni-faq.php">Frequently Asked Questions</a></p> <p><a href="mailto:development.plannedgiving@yale.edu">Contact Us</a></p> <div id="close"> <p> </p> <p><a href="javascript: self.close()" class="style1">Close Window</a><br /> <br /> </p> <div align="right" style="margin-bottom:5px; padding-left:10px; padding-top:7px; text-align:left;"> <a href="javascript:ts('body',1)"><img src="images/toolbar-inc.gif" style="margin-bottom:10px;" border="0" /></a> <a href="javascript:ts('body',-1)"><img src="images/toolbar-dec.gif" style="margin-bottom:10px;" border="0" /></a> <br /> <a href="?id=print" target="_blank"><img src="images/toolbar-print.gif" style="margin-right:20px;" border="0" /></a> <a href="javascript:mailpage();"><img src="images/toolbar-send.gif" border="0" /></a> </div>  </div> </div> <div id="mainContent"> <h1>Charitable Remainder Unitrust</h1> <div align="center"> <img id="giftdiag" src="gift/1/Charitable-Remainder-Unitrusts.jpg" alt="CRUT Diagram" /> <img src="gift/gift.gif" id="giftlogo" /> </div> <div id="vghowworks"> <h2>How it Works</h2> <ul> <li>You transfer cash, securities or other appreciated property into a trust.</li> <li>The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiary(ies) you name.</li> <li>When the trust terminates, the remainder passes to Yale to be used as you have directed.</li> </ul> </div> <div id="vgbenefits"> <h2>Benefits</h2> <ul> <li>Receive income for life or a term of years in return for your gift. </li> <li>Receive an immediate income tax <em>deduction</em> for a portion of your contribution.</li> <li>Pay no upfront capital gains tax on appreciated assets you donate.</li> <li>You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.</li> </ul> </div> <br clear="all" /> <div id="vggizmos"> <div id="vgnext"> <h2>Next</h2> <ul> <li><a href="GIFTcharituni2.php" title="Tell Me More About Charitable Reminader Unitrusts">More detail</a> about charitable remainder unitrusts.</li> <li><a href="GIFTcharituni-faq.php" title="FAQs">Frequently asked questions on charitable remainder unitrusts</a>.</li><li><a href="mailto:development.plannedgiving@yale.edu">Contact us</a> so we can assist you through every step.</li> </ul> </div></div> <br /><br /><br /> <br /> </div> <div id="footer"> <h5>Yale University Office of Planned Giving</h5> <p>PO Box 2038, New Haven, CT 06521 | 800.445.6086 | <a href="mailto:development.plannedgiving@yale.edu">Email us </a></p> </div> </div> </body> </html>  </body></html>

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Gift Planning at Yale