HOW IT WORKS
1. You contribute securities or other appreciating assets to a charitable lead trust.
2. The trust makes annual payments to University Hospital Foundation for a period of time.
3. When the trust terminates, the remaining principal is paid to your heirs.
BENEFITS
For more information, E-mail us, complete the contact request form or call us at 801-587-6500 so that we can assist you through every step of the process.
BACK
1. You contribute securities or other appreciating assets to a charitable lead trust.
2. The trust makes annual payments to University Hospital Foundation for a period of time.
3. When the trust terminates, the remaining principal is paid to your heirs.
BENEFITS
- The present value of the income payments to University Hospital Foundation reduces your gift/estate tax.
- All appreciation that takes place in the trust goes tax-free to your heirs.
- The amount and term of the payments to University Hospital Foundation can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
- You have the satisfaction of making a significant gift to University Hospital Foundation now that reduces the taxes due on transfers to your heirs later.
For more information, E-mail us, complete the contact request form or call us at 801-587-6500 so that we can assist you through every step of the process.
BACK
