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Download My KitA powerful and flexible way of giving.
Charitable remainder trusts are a flexible and powerful way to support UD. For some individuals, charitable remainder trusts allow them to create a reliable and tax-efficient stream of income in their retirement. For others, these trusts can unlock cash streams from illiquid or highly appreciated assets in a tax-savvy manner.
At the end of the trust’s term, which can either be for your (or someone else’s) lifetime, or for a term of as many as 20 years, the amount left in the trust will be used to support what you care about here at UD.
There are lots of ways that a charitable remainder trust can help your personal, financial, and charitable goals. Contact us to learn more!
Phil Warth '69 looks at life as an adventure. This attitude has served him well, allowing him to take risks and embrace opportunities for success as a business owner and entrepreneur. As I reflect on my time here, the University really helped me develop critical thinking, which is something that I value greatly. I think it's a necessary component of getting to the truth of things." Over the years, Phil and his wife, Cynthia, have been avid supporters of the University, donating to several funds and initiatives, culminating in the establishment of a generous charitable trust. When asked why he chose a charitable trust to set up these initiatives, Phil said, "It gives me a chance to define my outcome before my own passing. It allows me to accelerate the enjoyment of my own gift…I feel a real sense of satisfaction having done it." Read more of their story here
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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitSee which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit