Charitable Remainder Trusts

Unitrusts and Annuity Trusts

Click here to PICTURE A UNITRUST! or Click here to PICTURE AN ANNUITY TRUST!

If you want maximum flexibility and maximum effectiveness in your giving, consider a Charitable Remainder Trust (a CRT) benefitting The Latin School of Chicago. CRT's come in two versions. A unitrust pays you and/or other beneficiaries income as a fixed percentage of value of the trust principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested. Alternately, an 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 The Latin School of Chicago. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.

You, your advisor, or a financial institution may serve as the trustee of a CRT. The Latin School of Chicago can provide advice and sample forms to help you set up your trust.

To take the next step, complete the Information Request form, Email, or call us at 312-582-6042 so that we can assist you.

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The Latin School of Chicago
59 W. North Blvd.
Chicago, IL 60610
312-582-6042 | Fax: 312-582-6041



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