Provide for Your Loved Ones and UB
Charitable Lead Trusts
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
Do you want to benefit from the tax savings that result from supporting the University of Baltimore, 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 UB 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 UB go up as well.
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit
- Contact Francena Phillips Jackson, M.A. ’94 at 410.837.4385 or firstname.lastname@example.org to talk about supporting UB by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include UB in your plans, please use our legal name and federal tax ID.
Legal Name: University of Baltimore Foundation, Inc.
Address: 1130 N. Charles St., Baltimore, MD 21201
Federal Tax ID Number: 23-7036780
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.