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Hamilton Plans Newsletters

Ben Madonia '74
866-729-0317
315-859-4648 (fax)

Fall 2011

Hamilton Donors Prefer
Charitable Remainder Unitrusts (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