Retirement Unitrust Bruce, an alumnus who has always stayed active in the school community, asked Pacific's Office of Institutional Advancement how he could make a significant gift to the school - but do so in a way that would not jeopardize his retirement funds. Says Bruce, "Those of us who give now to Pacific are supporting the dentists of the future. In the past, my gifts to the school were incremental, sometimes several in a year, given for needs expressed by the board or Dean Dugoni. I wanted a way to make a greater impact, something that could be my legacy to the school. At the same time, I wanted to safeguard my retirement funds." Based on Bruce's gift-giving history and his long-term plans, Pacific's Advancement team suggested that he consider a Retirement Charitable Remainder Unitrust. This gift vehicle is a Charitable Remainder Unitrust with a twist on the investment policy by the trustee: the donor funds the trust, then adds to the trust annually, just like an IRA, but those gifts are partially tax deductible, and may bypass capital gains. The trustee invests during the pre-retirement years in a high-growth, low-income manner. At retirement, the investment is changed to a regular balanced portfolio that assures the donor full benefits. "The Retirement Charitable Remainder Unitrust is a win-win for both Pacific, and for me and my family, " explains Bruce. "And that's the best way to give: with a worry free, open heart." Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift benefits under federal rules may be different from this person, you may want to contact us to view a color example of your gift benefits based on your age. 1. Perhaps you have some stock or land that has increased in value. If you would like to see how this plan could work for you, then click here. 2. You may print a Retirement Unitrust tri-fold brochure. Click Here. © Copyright 1999-2010 Crescendo Interactive, Inc.