Middlebury

Football Field

Fall Family Weekend Football Game

Charitable Remainder Unitrust

CRUT Diagram

How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • When the trust terminates, the remainder passes to Middlebury College to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up front capital gains tax on appreciated assets you give.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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College Advancement

Middlebury College
700 Exchange Street
Middlebury, VT 05753
802.443.5254
supportmiddlebury@middlebury.edu