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Charitable Remainder Unitrusts

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you are looking for a way to save on taxes this year and provide for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
ND
Charity image

Invest Your Trust in the Notre Dame Endowment

The Notre Dame Endowment is consistently one of the best-performing endowments in all of higher education. Benefactors who establish a charitable remainder unitrust (CRT) with Notre Dame can participate in and receive the same returns as the Notre Dame Endowment, offering them the potential to maximize both their charitable giving and their lifetime income.

Enjoy Attractive Benefits

  • Trusts invested with the Notre Dame Endowment have the potential for significant growth, as the Endowment has historically and substantially outperformed market indices. With an 10.3% rate of return over the past 20 fiscal years and a 7.3% return over the previous 10 years, Notre Dame's Endowment is one of the best performing endowments in all of higher education, and is today considered one of the strongest institutional investment pools in the world.
  • Receive variable (unitrust) payments for yourself and/or a designated beneficiary, over your lifetime or for a specified number of years.
  • Be eligible for an immediate income-tax deduction for the charitable remainder value of the gift.
  • CRTs invested in the Endowment incur no management fees.
  • Enjoy the satisfaction of creating a legacy and having a lasting impact on Notre Dame and on generations of students.

How a Charitable Remainder Unitrust Works

  1. You transfer cash or assets to fund a charitable remainder unitrust. A gift of $100,000 or more is required to fund a CRT at Notre Dame. Notre Dame must be the trustee and sole remainder beneficiary of the trust.
  2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  3. The trust is invested in the Notre Dame Endowment to pay income to you or any other trust beneficiaries you select based on a life, lives, or a term of up to 20 years.
  4. You receive an income tax deduction in the year you transfer assets to the trust.
  5. The trust remainder may be designated for a particular priority at Notre Dame or it may be applied by the University to an area of greatest need.

Charitable remainder unitrust for income. A charitable remainder unitrust pays you income that reflects the value of the trust's assets. Your income has the potential to significantly increase over time as the trust grows in value.

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If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

Your investment in a Notre Dame Charitable Remainder Unitrust will also qualify you to become a member of the Stephen Theodore Badin Guild, a giving society established to honor all those who make Notre Dame a part of their personal legacy by creating a planned gift. Contact us to learn more about becoming a member of the Badin Guild and Badin Guild member experiences.

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