Marshall University Foundation
E. A. Zimmerman
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
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Related Links
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Charitable Remainder Annuity Trust
A Stable Dose of Fixed Income
How it works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust makes fixed annual payments to you or to anyone you name. |
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When the trust ends, the principal passes to the MU Foundation. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no 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 can have the satisfaction of making a significant gift that benefits you now and the MU Foundation later.