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
Is this gift for you?
A Charitable Remainder Annuity Trust is for you if ...
- You want to make a major gift to MU Foundation while retaining or increasing your income from the assets you contribute.
- You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
- You prefer the stability of a fixed income.
- You want a larger charitable deduction for your gift than the unitrust option would provide.
- You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.