Charitable Remainder Unitrust

How It Works

Create trust agreement stating terms of the trust; transfer cash or other property to trustee
Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
Remainder to OU for purposes you specify

Payments to one or more beneficiaries, varying annually with the value of the trust
Federal income-tax deduction for the charitable remainder value of your interest
No capital-gain tax when trust is established; property is sold by the trust
Trust remainder will provide generous support for OU

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Request Calculation

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

University Advancement

Frances M. Moceri House
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]