Charitable Lead Trusts

Charitable Lead Trusts
Girl in red at a table talking to a person in pink jacket

Provide for your loved ones and UNH

To benefit from the tax savings that result from supporting UNH without giving up any assets that you'd like your family to receive someday, you can establish a charitable lead trust (CLT) to benefit UNH.

Types of CLTs to consider:

  • A charitable lead annuity trust pays a fixed amount each year to UNH and is more attractive when interest rates are low.
  • A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. 有一个非托拉斯, if the trust's assets go up in value, 例如, the payments to UNH go up as well.

UNH receives payments for as long as you choose, and remaining assets are given to your heirs at the end of the trust term. Any appreciation to the assets that occurs will be distributed to your heirs with reduced or no estate or 礼物 tax liability.

Fund Your Charitable Lead Trust With:

现金

Appreciated Securities

少数人持股

房地产

Apple blossoms in front of Paul College

下一个步骤

  1.  Contact UNH's Office of 礼物规划 for additional information on charitable lead trusts so we can help you direct your 礼物 to the UNH cause that means the most to you.
  2. ​ Discuss the giving options with your personal advisors to be sure the 礼物 vehicle you choose is the right fit for you.
  3.  请让我们知道 if you have made this 礼物 to UNH in your estate plans, and we would be happy to recognize you in our 汤普森的社会, a special community of forward-thinking UNH alumni and friends who have created their legacy here. It is important to complete simple documentation with UNH to ensure we honor your wishes down the line.

Please feel free to share the sample bequest language below with your attorney:

样的语言“I give to the University of New Hampshire Foundation, Inc., 埃奇伍德路9号, 达勒姆NH 03824, a New Hampshire nonprofit corporation, 或者它的继承者, Federal Tax Identification Number 02‐0437506, [insert here a description of the particular property]."

Please use the legal information below and share with your trusted advisors.

Legal Name: The University of New Hampshire Foundation, Inc.
Address: 9 Edgewood Road, 达勒姆NH 03824
Tax ID: 02‐0437506

We're here to help you!

Please contact the UNH Office of 礼物规划 with your questions.

电子邮件: 礼物.planning@ngskmc-eis.net

Phone: (603) 862-3694

Welcome to the 汤普森的社会!

汤普森的社会 UNH

During the Celebrate 150 Campaign (2012-2018), more than 200 families made planned 礼物s to UNH, 10美元起,000 to millions of dollars, which have already started to have an impact on future generations. But the story of legacy goes back to the origins of UNH when Benjamin Thompson left his farm and other assets to establish what would ultimately become the Durham campus of the University of New Hampshire.

The Thompson legacy has impacted hundreds of thousands of lives, and yours can, too.

作为遗产捐赠人, you'll become a member of the 汤普森的社会, a distinguished group of supporters who have documented planned 礼物s to UNH. The UNH Office of 礼物规划 will work with you to explore options that best meet your philanthropic goals and timeline--whether you wish to make an immediate impact, generate income with your 礼物, or make 礼物s through your will. 

We look forward to welcoming you to this prestigious membership of generous donors providing support to generations of Wildcats to come, and we are honored to work with you to create your UNH legacy.