Planned Giving

Provide for Your Loved Ones and the UW-Superior Foundation

Charitable Lead Trusts

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Do you want to benefit from the tax savings that result from supporting the UW-Superior Foundation, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to the UW-Superior Foundation 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. With a unitrust, if the trust's assets go up in value, for example, the payments to the UW-Superior Foundation go up as well.

Check Out This Potential Scenario

Man smiling with kidsGeorge would like to support the UW-Superior Foundation and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to the UW-Superior Foundation each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $873,110. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Assuming annual payments and a 2.4 percent charitable midterm federal rate.

Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

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Next Steps

  1. Contact the University Advancement Office at (715) 394-8452 or give2uws@uwsuper.edu to talk about supporting the UW-Superior Foundation by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the UW-Superior Foundation in your plans, please use our legal name and federal tax ID.

Legal Name: University of Wisconsin – Superior Foundation, Inc.
Address: PO Box 2000, Superior, WI 54880
Federal Tax ID Number: 39-6088707

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure

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