Solutions for Large Donations

The Advantages of a Charitable Remainder Trust

If you have built a sizeable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust.

These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:

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.

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See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

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The Driving Force of Education

MontgomeryGerry Montgomery's gift to Iowa State supports a cause he believes in and also provides an income stream for his family.

"The scholarships I received at Iowa State made me realize that this kind of support isn't only a financial incentive, but it's also an encouragement," he said.

Scholarship support not only allowed Montgomery to transfer to Iowa State in 1952, but it also gave him the resources he needed in order to graduate on time - something he wants to make sure to provide for today's students.

Montgomery and his wife, Barbara, have supported many areas at the university, including a handful of scholarship funds, but they wanted to become even more personalized with their giving. They did their research and established their own scholarship fund, supported largely by a charitable remainder trust.

"I wanted to do what I could to see more women in engineering," said Montgomery. "Plus, this gift is structured in such a way that my wife and children will still be supported after I'm gone."


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Next Steps

  1. Contact the office of gift planning at 800.621.8515 or to talk about supporting Iowa State by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Iowa State in your plans, please use our legal name and federal tax ID.

Legal Name: The Iowa State University Foundation
Address: 2505 University Boulevard, P.O. Box 2230, Ames, IA 50010-2230
Federal Tax ID Number: 42-1143702