Ways to Give

Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Rush for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Rush

More Information

Contact Us

Susan Sasvari
Senior Director of Gift Planning
susan_sasvari@rush.edu
(312) 942-3691

Alex Pope
Vice President of Philanthropy and Community Engagement
alexander_f_pope@rush.edu
(630) 978-4946

 

Rush University Medical Center
1201 W. Harrison St., Ste. 300
Chicago, IL 60607-3319
Federal Tax ID Number: 36-2174823

Rush Copley Foundation
2000 Ogden Ave.,
Aurora, IL 60504-9601
Federal Tax ID Number: 36-3093877

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