Provide for Your Loved Ones and CU

Charitable Lead Trusts

Do you want to benefit from the tax savings that result from supporting CU, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to the University of Colorado Foundation and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to CU go up as well.

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See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

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Ray ('49) and Dottie ('48) Joyce

Ray and Dottie Joyce

Ray ('49) and Dottie ('48) Joyce parlayed their degrees from CU Boulder's Leeds School of Business into successful careers in the retail grocery industry, and they wanted to see their entrepreneurial values advanced at their alma mater.

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Calculate Your Benefits

Submit a few details and see how a charitable lead trust can benefit you.

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Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

View My Guide

Make a Plan for Your Assets

Download our complimentary Personal Estate Planning Kit for help getting started.

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