The Lawrenceville School
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Steve Cushmore
Director of Planned Giving
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Charitable Remainder Unitrust


How It Works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.

When the trust ends, the principal passes to Lawrenceville.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • You pay no capital gains tax on appreciated assets you donate.

  • You or your designated beneficiaries receive income for life or a term of years.

  • You can make additional gifts to the trust as your circumstances allow, and qualify for additional tax deductions.

  • You can have the satisfaction of making a significant gift that benefits you now and Lawrenceville later.

More


FOR MORE INFORMATION

If you are considering a charitable remainder unitrust, email us, complete the personal illustration form, or call us at (609) 620-6064 so that we can assist you through every step of the process.


The Lawrenceville School
Office of Planned Giving
2500 Main Street, Hogate Hall or
PO Box 6125
Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org