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Charitable Remainder Unitrust

CRUT Diagram

How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • When the trust terminates, the remainder passes to Trinity School to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up front capital gains tax on appreciated assets you give.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Contact the Advancement Office

Telephone: (212) 932-6860
Fax: (212) 932-6953

Office of Advancement
Trinity School
139 West 91st Street
New York, NY 10024-1326
139 West 91st Street  |  New York, NY 10024-1326  |  (212) 873-1650
Located on Upper West Side of New York City, Trinity School is a college preparatory, coeducational independent school for grades K-12. Since 1709, Trinity has provided a world-class education to its students with rigorous academics and outstanding programs in athletics, the arts, peer leadership, and global travel.