 Charitable Remainder Unitrusts
If you are interested in maximum flexibility and effectiveness from your gift, consider the charitable remainder trusts (CRT's) of Hawken 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 Hawken School. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.
You, your financial institution, or Hawken School may serve as the trustee of a CRT. We presently ask for a minimum gift of $100,000 to establish a unitrust that we will trustee.
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To learn more about Charitable Remainder Unitrusts, Email us, complete the Information Request form, or call us at (440) 423-2084 so that we can assist you.
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