Charitable Remainder Unitrust

The charitable remainder unitrust provides annual payments of a specified percentage (at least 5% of the value of the trust as it is valued each year) to at least one designated beneficiary. Since the value of trust assets will likely vary from year to year, the payments will also vary. At the death of the last income beneficiary, the trust principal is distributed to the UW Foundation.

In addition to the income you will receive from the trust, you will also be entitled to a charitable income-tax deduction for the value of our remainder interest in the trust assets.