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Charitable Remainder Trusts

Looking for a way to give the University a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.  

Benefits of a charitable remainder trust include:

  • Potential for a partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

An Example of a Charitable Remainder Trust

Robby and Barbara RobbThe University of Denver's intensified focus on science, technology, engineering and math (STEM) education makes perfect sense to Robby Robb, a DU alumnus and former engineer who is also the founding chairman of the board of the Denver School of Science and Technology (DSST). 

"If I look at where the United States is, one of the things we are able to do is to create and develop technology and innovation," Robby says. "Engineering, science, medical—all of these areas require the basis you will have with a STEM education."

This year, Robby and his wife, Barbara, did their part to help University of Denver students achieve success in the sciences: They donated appreciated real estate valued at almost $2 million to support scholarships for STEM students at DU. 

The gift, which gives special consideration to graduates of DSST, was made in the form of a charitable remainder unitrust that provides the Robbs' with valuable tax benefits and an income stream for life. 

The Robbs' gift was partially matched by the University, which will enable their endowed scholarship to be awarded to students in the fall of 2015.

Robby says his own passion for STEM was nurtured at the University of Denver.

"My education from DU was the foundation that allowed me to have a very successful career in a number of areas," Robby explains. "When I go into something new and different, I find that I draw from the basic education from DU."

Read more of Robby's story. 

Next Steps

  1. Contact Jon Kraus at 303.871.4619 or jon.kraus@du.edu to talk about supporting the University by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the University in your plans, please use our legal name and federal tax ID.

Legal Name: University of Denver (Colorado Seminary)
Address: 2199 S. University Blvd., Denver, CO 80208
Federal Tax ID Number: 84-0404231

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

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