Flip Unitrust

Click Here for Detailed Explanation

How It Works

You transfer cash, securities, real estate or other appreciated property to a trust.

The trust pays you or other beneficiaries you name the net income only until a specified time when it “flips” and begins to pay a percentage of the assets re-valued annually.

The principal passes to Oxford University when the trust ends.

Benefits

  • You can structure the trust to “flip” when you retire or when an illiquid asset, such as real estate or closely-held stock, is sold by the trust. This gives you control over when the income stream begins.
  • You receive an immediate income tax deduction for a portion of your contribution to the trust.
  • You pay no capital gains tax on appreciated assets you donate to the trust.
  • You can have the satisfaction of making a significant gift now that benefits both you and Oxford University later.

More


For more information

If you are considering a deferred gift annuity, email us, complete the personal illustration form, or call us at 212 377 4900 so that we can assist you through every step of the process.