SRU Foundation, Inc.

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  • 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 Remainder Unitrust

A charitable remainder unitrust ("unitrust") is a gift plan that allows you to provide income to yourself or others while making a generous gift to Slippery Rock University.  The income may continue for the lifetimes of the beneficiaries you name, a fixed term of not more than 20 years, or a combination of the two. 
As a unitrust donor, you irrevocably transfer assets, usually cash, securities, or real estate, to a trustee of your choice.
When the unitrust term ends, the unitrust's principal passes to Slippery Rock University Foundation to be used for the purpose you designate. You may add funds to your unitrust whenever you like.

Charitable Remainder Trust Benefits

  1. You qualify for a federal income tax deduction. 
  2. The income beneficiaries you name receive annual income for life, or for the period you designate. 
  3. Your estate may enjoy reduced probate costs and estate taxes. 
  4. You provide generous support of Slippery Rock University.
  5. 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

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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.