Is This Gift Right for You?

A charitable remainder trust has special appeal for Worcester State University supporters who would like to make a gift and receive income in return. Review the checklists below to see if you fit the profile for either type of charitable remainder trust.

Annuity Trust

You would like more future income.
You want a fixed income you can count on.
You own low-yield assets that are worth more now than when you purchased them.
You want a higher current income without incurring up-front long-term capital gains taxes.

Unitrust

You would like more future income.
You want payments that hopefully keep up with inflation, and you don't mind if the payments vary from year to year.
You own low-yield assets that are worth more now than when you purchased them.
You want a higher current income without incurring up-front long-term capital gains taxes.
You like the idea that additional assets can be added to the trust during your lifetime.


	Calculate your possible benefits with a charitable remainder annuity trust or a charitable remainder unitrust.

Helpful Resources
Your legal and tax advisors can help you further determine whether a charitable remainder trust is right for you. To learn more about how you can support Worcester State University through a trust, contact Thomas McNamara at 508-929-8033 or tmcnamara@worcester.edu.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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