PLANNED GIVING
Charitable Remainder Unitrusts
(Additional Planning Tips)
Education Trust:
Create a trust for a term of years, using the income to fund a loved one’s education. At the end of the term, the remainder passes to Taft to use where you have designated.
Special Needs Trust:
It is now possible for a charitable unitrust to pay its income to a separate vehicle set aside to meet the needs of a loved with a qualified disability.
Parents’ Trust:
If you’re providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both Taft and your family.
For more information
Email us, complete the personal illustration form, or call us at (860) 945-5923 so that we can assist you through every step of the process.
Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org
Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org
The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756
Planned Giving content and Legacy Planner® copyrighted © 2009 VirtualGiving.
|
