Bequest Charitable Gift Annuity—Immediate Charitable Gift Annuity—Deferred Charitable Lead Trust Charitable Remainder Annuity Trust Charitable Remainder Unitrust Life Insurance Retirement Plan

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Gift illustration


Complete gift description


Who should serve as trustee?


UVA Endowment



Charitable Remainder Unitrust
(Gift example*)


A 60 year-old donor in the 33% tax bracket establishes a unitrust with $200,000 of appreciated stock, originally purchased for $100,000. The unitrust pays donor 5.0% of the trust assets re-valued annually for life and earns a 6.0% average total return. Assume an IRS discount rate of 2.2% in the month the trust is created and that the Rector and Visitors of the University of Virginia serve as trustee.

Trust principal


Income tax deduction


Income tax savings (33% federal: 5.8% state)


Income (Year 1)


Projected after-tax benefit to income beneficiary


Projected benefit to Law School


PLEASE NOTE: This example is for illustrative purposes only and is not intended as legal or tax advice. Please contact our office for a more personalized estimate based on your unique situation.

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The materials provided in this website and the examples contained herein are for illustration purposes only and are not intended as legal or tax advice. We encourage you to consult your own legal and tax advisor.