How it Works

Creating a charitable remainder trust is easy! You sign a simple trust document and transfer cash, stock or real estate into the trust. The trust then makes payments to you for life or for a period of years. After the trust payments end, the remaining trust assets are used to support the University of Montana. 

Benefits

• Payments for life or for a period of years
• Immediate income tax charitable deduction
• No immediate capital gains taxes are triggered if you use appreciated stock to make the gift
• You may qualify for the Montana Endowment Tax Credit

Choose Between Two Main Types

There are two popular types of charitable remainder trusts: 

1. Unitrusts
   Unitrusts make variable payments to you based on a fixed percentage of the fair market value of the trust assets. The amount of your payments are recalculated annually.
2. Annuity Trusts
   Annuity trusts make fixed payments to you based on a percentage of the original amount contributed. 

We can provide you with a personalized gift illustration to show how a charitable remainder trust can work for you, or you can try our free gift calculator below.

Calculate how a charitable remainder trust could benefit you.

Contact Us

Contact Senior Director of Planned Giving, Alison Schultz at 406-243-5121 or alison.schultz@supportum.org with any questions about setting up a charitable remainder trust with the University of Montana Foundation. We're happy to help!