| Alumni
in the Spotlight
Gift Planning Opportunities with Charitable Trusts
 When
considering financial and estate planning, we hope that you will
also consider Clemson and the College of Engineering and Science.
Not only can we put your gifts to good use, we can also save you
tax dollars through the charitable deduction and the avoidance of
capital gains. By reinvesting your assets through a charitable remainder
unitrust or annuity trust we can even increase your current income.
Both of these instruments allow you to make a substantial gift and
continue to receive income from the contributed assets.
 |
|
| |
|
With
the unitrust, you receive annually (or at more frequent intervals)
a fixed percentage of the fair market value of the trust’s
assets, which are revalued annually. Consequently, the income paid
out will vary from year to year based upon the performance of the
trust’s investments. With an annuity trust, the life income
paid is a fixed dollar amount, rather than a fixed percentage of
the assets in the trust. This form of trust is appropriate for those
who prefer a fixed annual income, unaffected by changes in the stock
market, interest rates, etc.
We
appreciate your interest and support in the College of Engineering
and Science and would be pleased to meet with you or provide you
with additional information. Please return the information form
to the right, in the envelope provided in this newsletter or feel
free to contact Joy Workman, Director of Alumni
Development toll free at 1-866-472-8823.
|
