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charitable remainder unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Alumni Remember King's With Direct Bequest

Alumni Remember King's With Direct Bequest

Margaret and Neil Casey have joined the thousands of people who have helped build King's College into what it is today. Their act of philanthropy will redound through time to the benefit of King's students and faculty. The Caseys did it with a simple bequest in their will. "As proud alumni, we feel that King's is more than just a college, it's a very fulfilling personal experience," Neil '74 and Margaret '02 say. "We feel proud that our gift can help King's continue its mission of making a difference in the lives of its students."

"When I met Neil, I had already earned degrees from other colleges, but his love for his alma mater and his praise for the education he received convinced me to attend King's and earn a degree that would aid me in my work with disadvantaged youth at Job Corps," Margaret continued.

"Neil and I rent property to college students, so we are often around young men and women at this very important stage of their lives. I graduated from King's with summa cum laude honors and I proudly display my diploma and tell the young people with whom I come in contact that anything is possible," adds Margaret.

You too can make a long-lasting impact on King's College. A direct bequest—included in your will or trust—of a certain amount of money, a percentage of your estate or a specific asset will help shape the future of King's College.

For information on making a planned gift or establishing a scholarship, please contact Lauren Y. Pluskey McLain, MBA at 570.208.5909 or laurenmclain@kings.edu.

Published Winter 2009

Copyright © King's College, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.


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