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Income
Producing Gift Plans
Charitable
Remainder UniTrusts
A charitable remainder unitrust provides income to the donor
and/or others. At the end of the trust's term, often at
the end of the beneficiaries' lifetimes, what remains in the
trust is transferred to Winthrop University.
Lifetime benefits include a substantial charitable income tax
deduction, the avoidance of a capital gains tax when the
contribution asset is sold to produce income, and, often, an
increase in income from the asset. The benefit to the
estate is a reduction in taxes equal to those applicable to
the value of the assets ultimately transferred to Winthrop.
View an example of a unitrust gift.
Charitable
Gift Annuity
A charitable gift
annuity is a gift that generates for the donor a life income
-- a flat dollar amount paid for one or two lifetimes.
It is an agreement between a donor and Winthrop; the income is
guaranteed by Winthrop no matter how the gift annuity's assets
are invested, if at all. If a donor creates an annuity
for only one life, no estate tax is due at death. If spouses
establish a two-life gift annuity, the surviving spouse's
income interest qualifies for the marital deduction.
View an example of how to set up a charitable gift annuity.
Pooled
Income Fund Gift
The pooled income fund
option lets you make a gift to Winthrop that is combined with
those of other donors and invested in a diverse portfolio. You
receive annually your share of the fund's yield in quarterly
payments.
For more information contact:
Laurie Nortz
Senior Philanthropic Advisor
Sykes House
638 Oakland Ave.
Winthrop University
Rock Hill, SC 29733
803-323-2150
Toll Free: 1-888-219-1791
Fax 803-323-3953
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