Gifts Through Trusts

Grantor Charitable Lead Trusts

A grantor charitable lead trust allows you to give an annual income to College of the Holy Cross, receive a charitable income tax deduction, and retain the trust principal when the trust's term ends.

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Charitable Remainder UniTrusts

A charitable remainder unitrust allows you to donate cash or appreciated assets and receive annual payments as a fixed percentage of the trust's value. When the value of the trust increases, so do your payments and your gift to College of the Holy Cross. Your donation qualifies for an immediate tax deduction, and the assets in the trust are exempt from capital gains taxes.

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Flip UniTrusts

A flip unitrust allows you to donate illiquid assets like business interests or assets earning little or no income like real estate to receive an immediate tax deduction, and allow the value of those assets to appreciate in the trust tax free. When they are sold, the trust ‘flips’ to a conventional charitable remainder unitrust and income payments to the beneficiary begin.

Family Trust

A family trust is also called a charitable lead trust because the charity takes the 'lead' in receiving income for a period of time with the remaining assets going to the donor's family when the term of the trust expires. The donor receives an immediate tax deduction for their gift, and the assets that pass to the family.

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