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Hamilton Donors Prefer CRUTs


And with good reason, a CRUT provides the following benefits:

  • A pay-out rate between 5-6%
  • Variable payments, based on an annual valuation of trust assets
  • Income and capital gains tax savings
  • Participation in the investment return of Hamilton’s endowment or a personalized investment portfolio
  • A variety of assets can be used to fund the CRUT, including cash, appreciated securities, vacation homes or other real property

Contact Information


Office of Alumni Relations

   

Contact Information


Ben Madonia

Director of Planned Giving
866-729-0317 bmadonia@hamilton.edu

Contact Information


Fred Rogers

Director of Annual Giving
     
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