Planned Giving

Charitable Remainder Trusts

Unitrusts and Annuity Trusts

Click here to PICTURE A UNITRUST! or Click here to PICTURE AN ANNUITY TRUST!

If you are interested in maximum flexibility and effectiveness from your gift, consider the charitable remainder trusts (CRT's) of Scattergood Friends School.

• Our unitrust pays you and/or other beneficiaries income as a fixed percentage of the principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested.
• Our annuity trust pays you and your beneficiaries a fixed income.

CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to Scattergood Friends School. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.

You, your financial institution, or Scattergood Friends School may serve as the trustee of a CRT. We presently ask for a minimum gift of $250,000 to establish a unitrust that we will trustee.

To learn more about gifts of charitable remainder trusts, Email us, complete the Information Request form, or call us at 319-643-7621 so that we can assist you.

(Back to All Gifts-at-a-Glance)