HOW IT WORKS
1. You transfer cash, securities or other appreciated property into a trust.
2. The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
3. When the trust terminates, the remainder passes to University Hospital Foundation.
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 transfer cash, securities or other appreciated property into a trust.
2. The trust pays a percentage of the value of its principal, which is re-valued annually, 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 unitrust.
- You pay no upfront capital gains tax on appreciated assets you donate.
- You or your designated beneficiaries receive income for life or a term of years.
- You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
- 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.
BACK
