Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Lewis & Clark for purposes you specify


  • Payments that will vary annually with the value of the trust to one or more beneficiaries
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Lewis & Clark

More Information

Contact Us

Rebecca Holt
Interim Assistant Vice President for Advancement


Lewis & Clark College
615 S. Palatine Hill Road
Portland, OR 97219


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