How It Works

1. Create trust agreement outlining terms of the trust
2. Transfer cash or other property to trustee
3. Trustee invests and manages trust assets
4. Trustee makes payments to income beneficiaries
5. Remainder to Southwestern University for purposes you specify
   

Benefits

• Income to one or more beneficiaries that will vary annually with the value of the trust
• Federal income-tax deduction for the charitable remainder value of your gift
• No capital-gain tax when trust property is sold
• Trust remainder will provide generous support for Southwestern University
  
  

Next Steps

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• I’d like to see a detailed description of this gift
• I’d like to have a confidential conversation with a gift-planning
  officer about this gift plan or other options
• I’d like a personal calculation of this gift
• I’d like to request a free eBrochure on this gift

Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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