SRU Foundation, Inc.

  • Home
  • Donor Resources
    • Ways to Give
    • Planned Giving
    • Funding Your Gift
    • Matching Gifts
    • RAC Membership
  • Making a Difference
    • Lifetime Giving Society
    • Featured Scholarships
    • Scholarships and Endowments
    • The 1889 Society
    • Founders' Society
  • Events
    • Sunset Serenade
    • Donor Recognition >
      • 1889 Society Luncheon
      • Scholarship Luncheon
    • Celebration of Giving
  • ABOUT US
    • Mission
    • Foundation Board
    • Foundation Staff
    • Employment Opportunities
    • Contact Us
  • Help Students Now
  • Home
  • Donor Resources
    • Ways to Give
    • Planned Giving
    • Funding Your Gift
    • Matching Gifts
    • RAC Membership
  • Making a Difference
    • Lifetime Giving Society
    • Featured Scholarships
    • Scholarships and Endowments
    • The 1889 Society
    • Founders' Society
  • Events
    • Sunset Serenade
    • Donor Recognition >
      • 1889 Society Luncheon
      • Scholarship Luncheon
    • Celebration of Giving
  • ABOUT US
    • Mission
    • Foundation Board
    • Foundation Staff
    • Employment Opportunities
    • Contact Us
  • Help Students Now

  • Planned Giving Home
  • Annuities
  • Remainder Trusts
  • Lead Trusts
  • FAQ

Charitable Lead Unitrust

A charitable lead unitrust is a gift plan that allows you to transfer assets to family members at reduced tax cost while making a generous gift to Slippery Rock University. 

As a lead unitrust donor, you irrevocably transfer assets, usually cash or securities, to a trustee of your choice (for example, Slippery Rock University Foundation or a bank trust department). 


During the lead unitrust's term, the trustee invests the unitrust's assets. Each year, the trustee pays a fixed percentage of the unitrust's current value, as revalued annually, to Slippery Rock University Foundation Inc. for the purpose you designate.

The lead unitrust's term may be for a specific number of years (10-20 years is common), one or more lifetimes, or a combination of the two. When the lead unitrust term ends, the unitrust distributes all of its accumulated assets to family members or other beneficiaries you name. You may add funds to your unitrust at any time. 


Charitable lead trust benefits

  1. You qualify for a federal gift tax deduction.
  2. Slippery Rock University receives fixed annual payments from your trust for a term of years, or for another term you designate. 
  3. Beneficiaries of your trust (for example, family members) will receive all of the trust's assets when the trust terminates. Any asset growth that occurs within the trust will be distributed to your trust's beneficiaries free of gift or estate tax. 
  4. Your gift will benefit from expert asset management, provided by the same professionals who manage the Slippery Rock University Foundation endowment.

Interested in learning more?

Connect with a Planned Giving Officer or call 724.738.2004

Helpful Links

Slippery Rock University
SRU Alumni Association
SRU Athletics
SGA Bookstore
Privacy Policy
Board Portal
Sitemap

Contact Information

Contact Us

Phone: 724.738.2004
Toll Free: 888.778.6389
Email: contact@srufoundation.org
Fax: 724.738.2266
SRU Foundation, Inc.
Slippery Rock University
104 Maltby Ave, Suite 202
Slippery Rock, PA, 16057
© 2021 Slippery Rock University Foundation, Inc. All Rights Reserved
Slippery Rock University Foundation, Inc. is an independent 501(c) 3 organization in support of Slippery Rock University.