Planned Giving Home Personal Donor Stories Legacy Planner® Compare Gifts Goals & Benefits Gift Calculator Gift Plans » Assets You Can Give » Frequent Questions Glossary Request Information Form Planned Giving Team PLANNED GIVING Related Links ·  Gift illustration ·  Complete gift description ·  Is this gift for you? ·  Who should trustee? ·  Additional Planning Tips ·  Gift example « Back Charitable Remainder Unitrusts (Is this gift for you?) A charitable remainder unitrust is for you if ... You want to make a major gift to the Taft School while retaining or increasing your income from the assets you contribute. You hold appreciated assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale. You want the income from your gift to be able to grow over time. You desire maximum flexibility in the operation of your gift: You want income paid to your beneficiary for a term of years instead of their lifetime. You want income to go to more than one beneficiary. You want the option of choosing the trustees of your gift plan. You want to donate an appreciating but temporarily illiquid asset to Taft. 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.