Gift Planning
Planned Giving
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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"Tax-Free" Giving Option Benefits Donor and College

Dr. Alley has always understood the importance of education. His parents, who emigrated to the United States from Lebanon, stressed academics and the importance of giving back. Now semi-retired, Dr. Alley has had a distinguished medical career spanning almost 50 years and a long record of public service and charitable efforts. He has also participated in numerous medical missions to third world countries.

He became a member of the King's College Board of Directors in 2006 and was quickly impressed by the College and its senior staff. "Being a board member convinced me that King's was deserving of my time and financial resources."

Dr. Alley recently took advantage of a "tax free" giving option. "My accountant, pension plan advisors and the staff at King's all informed me of this opportunity. Given the economic downturn of the last year, I thought this was a good way to make my gift to King's College."

This is an excellent time to create a named scholarship endowment or other type of legacy at King's College. For information contact Greg Morgan, M.Ed. at (570) 208-5882 or [email protected].

Published Fall 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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