Planned Giving
UNA Box 5059 | Rogers Hall
Phone: 256.765.4861
Dr. Barry K. Morris, Director
Charitable Remainder Trusts
Getting Started: Charitable Remainder Trusts When you create a charitable remainder trust, you give money, securities or other assets to a trust you create that will then pay you an income for life or for a period of years (not to exceed 20).More
The Annuity Trust: A Gift Opportunity That Helps Secure Your Future An annuity trust can provide you the security you seek from your investments while eventually providing our organization with a much-needed gift. If you are uncomfortable with other types of investment strategies, discover how this plan could be a secure, perfect fit with your unique financial and personal situations.More
Unlock Your Income Power With a Unitrust Like many investors, you may find yourself in a dilemma. You would like to increase the income you derive from your investments, but you do not want to sell your growth stocks at a large profit because you will have to pay capital gains tax on their appreciation.More
Give Your Retirement Budget a Boost If you are looking for a way to boost your retirement income and save income taxes, look into what a charitable remainder trust can do for you and our organization.More
Discover the Trust That Is a True Win-Win Have you ever heard the phrase, "giving away the tree while keeping the fruit"? Learn about a plan that promises you a life income (you keep the fruit) from assets you irrevocably put in trust now (give away the tree) for our future needs.More
You Can Create a Trust in Your Will Safeguard your family and your money, and ensure the future of your favorite charitable organizations, like us, by creating a trust in your will.More
