Planned Giving

Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to UTIA 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 UTIA

More Information

Contact Us

Angelia M. Nystrom, JD, LLM
Executive Director of Specialty Programs
Phone: 865-974-7423
Email: anystrom@tennessee.edu

 

Dr. Keith Barber
Vice Chancellor of Institutional Advancement
Phone: 865-974-5779
Email: kbarber@utfi.org

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Together We Grow is a historic campaign for the University of Tennessee Institute of Agriculture. It will take all of us to grow. Together, we can impact tomorrow.