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 Unitrusts
Is this gift for you?
A Charitable Remainder Unitrust 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 assets – securities, a business, or investment real estate – and want to avoid the capital gains cost of a sale.
- You want the income from your gift to be able to grow over time.
- You desire maximum flexibility in the operation of your gift:
- You want income paid to your beneficiary for a term of years instead of their lifetime.
- You want income to go to more than one beneficiary.
- You want the option of choosing the trustees of your gift plan.
- You want to donate an appreciating but temporarily illiquid asset to the MU Foundation.