University of Southern California

Giving to USC

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Charitable Remainder Unitrust

CRUT Diagram
USC

How It Works

  • You transfer cash, securities, or other appreciated property into a trust. Our required minimum for this type of gift is $100,000.
  • The principal can be invested in the USC endowment.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • When the trust terminates, the remainder passes to USC to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up front capital gains tax on appreciated assets you donate.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.

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Please let us know if you have already included USC in your estate plan or if you are considering doing so. We would love to hear from you.



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