ways to give
charitable remainder annuity trusts
HOW IT WORKS

1. You transfer cash, securities or other appreciated property into a trust.
2. The trust makes fixed annual payments to you or to beneficiaries you name.
3. When the trust terminates, the remainder passes to University Hospital Foundation.

BENEFITS
  • You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
  • You pay no upfront capital gains tax on any appreciated assets you donate.
  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
  • You have the satisfaction of making a significant gift that benefits you now and University Hospital Foundation 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.

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