Planned Giving

Charitable Remainder Unitrusts

How it works

  1. You transfer cash, securities or other appreciated property into a trust.
  2. The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
  3. When the trust ends, the principal passes to Bob Jones University Museum & Gallery*.

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 BJU M&G* later.

Read more detail.

To learn more about charitable remainder unitrusts, email us, complete the Information Request Form, or call us at 888.252.6363 so that we can assist you.

*BJU does not qualify as a 501(c)(3) tax-exempt organization, and gifts to it may not be deducted for federal income, gift, or estate tax purposes. The BJU M&G, MSF, HAF, DNSF, S&E Endowment Fund, and GFA are all 501(c)(3) tax-exempt organizations, and gifts to these organizations may be deducted for federal income, gift, or estate tax purposes. All gifts above marked by an asterisk can be established only for the BJU M&G, MSF, HAF, DNSF, S&E Endowment Fund, or GFA, but not for BJU.

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