PLANNED
GIVING
Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.
Charitable Remainder Unitrust
How It Works
- Create trust agreement stating terms of the trust; transfer cash or other property to trustee.
- Trustee invests and manages trust assets and makes payments to income beneficiaries you designate.
- Remainder to George Mason University Foundation for purposes you specify.
Benefits
- Payments to one or more beneficiaries, varying annually with the value of the trust.
- Federal income-tax deduction for the charitable remainder value of your interest.
- No capital-gain tax when trust is established; property is sold by the trust.
- Trust remainder will provide generous support for Mason.
More Information
Request an eBrochure
Request Calculation
Contact Us
|
Aquanetta J. Betts, JD |
George Mason University Foundation, Inc. |
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