Gift Planning - Charitable Trusts

Charitable Remainder Trust – A Flexible Gift That Provides You, Or Others, With Income
Charitable Remainder Trusts, like annuities, allow you to transfer assets to Webster University while continuing to receive income from those assets for you and your beneficiaries. These trusts, however, provide much flexibility in your planning. This increased flexibility might include:

• Either a fixed income, or an income that varies based on market performance with the intent to grow over time, and
• Income for one, two, three or more beneficiaries.

Of course, many of the benefits described through annuities are also available to charitable trusts, including:

• An immediate charitable deduction,
• Reduction in capital gain tax liability,
• Remove – wholly or partially – those assets from your taxable estate, and
• Professional management of assets.

Charitable Lead Trusts – A Temporary Gift
Assets can be placed in a temporary or Lead Trust. Income from this trust will immediately benefit Webster. After your specified term is completed, assets are returned to you or to loved ones as you direct. Tax advantages might be available.

Lead trusts are typically utilized by wealthy individuals. However, today’s low interest rate environment might create special opportunities for others. Webster’s gift planning staff or an attorney who specializes in estate planning can provide further details.

For more information contact
  Ken Nickless - Gift Planning Officer at 314.968.7146.