Is This Gift Right for You? 

Calculate Your Benefits
A charitable remainder trust has special appeal for Willamette University supporters who would like to make a gift and receive income in return. Review the checklists below to see if you fit the profile for either type of charitable remainder trust.

Annuity Trust
  • You would like more future income.
  • You want a fixed income you can count on.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.

Unitrust
  • You would like more future income.
  • You want payments that hopefully keep up with inflation, and you don't mind if the payments vary from year to year.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.
  • You like the idea that additional assets can be added to the trust during your lifetime.
Gift Calculator Calculate your possible benefits with a charitable remainder annuity trust or a charitable remainder unitrust.

Helpful Resources
Your legal and tax advisors can help you further determine whether a charitable remainder trust is right for you. To learn more about how you can support Willamette University through a trust, contact Lori L. Hoby at (866) 204-8102 or lhoby@willamette.edu.