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Planned Giving

Charitable Remainder Trust

Charitable Remainder Trust graphic, How a charitable remainder trust works Individual Beneficiary Make a partially tax-deductible donation 1 Charitable Remainder 2 Trust Partial Tax Deduction (CRT) & Income Stream — You or your chosen beneficiaries receive an income stream After the specified timespan or the death of the last income beneficiary, the remaining CRT assets are distributed to the designated charitable beneficiaries 3 Charity 1 Charity 2 Charity 3 Source: fidelitycharitable.orgPlease contact University Advancement at 205-665-6215 or Kelli J. Holmes at 205-665-6272 for more information.

Planned Giving

Gifts for the Future

Wills and Living Trusts

Beneficiary Designations

Gifts that Pay You Back

Charitable Gift Annuity

Charitable Remainder Trusts

Tax Smart Gifts

Charitable IRA Rollover

Charitable Lead Trusts

Securities

Contact us for more information about Leaving Your Legacy at the University of Montevallo.

University of Montevallo Foundation
Kelli J. Holmes
Meroney House, Station 6215
Montevallo, AL 35115
Phone: 205-665-6272
Email: Kholmes4@montevallo.edu

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Disclaimer

The information contained on this web page is not intended as legal or tax advice. Donors should, therefore, consult with their personal advisors for such advice.