Provide for Your Loved Ones and UBalt
Charitable Lead Trusts
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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 UBalt 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 UBalt go up as well.
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- Contact Leslie Joyce at 410.837.6217 or email@example.com to talk about supporting UBalt by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include UBalt in your plans, please use our legal name and federal tax ID.
Legal Name: The University of Baltimore Foundation, Inc.
Address: 1130 N. Charles St., Baltimore, MD 21201
Federal Tax ID Number: 23-7036780
Information contained herein was accurate at the time of posting. 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 any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.