Gift Planning Tools

Charitable Remainder Annuity Trusts
(Gift illustration)

How it works

You transfer cash, securities or other appreciated property into a trust (minimum gift of $50,000).

The trust makes fixed payments (generally quarterly) to you or to beneficiaries you name.

When the trust terminates, the remainder passes to the West Virginia University Foundation to benefit WVU, Potomac State College of WVU, the Mountaineer Athletic Club or West Virginia 4-H.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
• You pay no upfront capital gains tax on any appreciated assets you donate.
• You or your designated income beneficiaries (age 50 or older) receive stable, predictable income for life or a term of years (up to 20).
• You have the satisfaction of making a significant gift that benefits you now and West Virginia University later.
• You may specify that the remaining funds will create a permanent endowment fund with the WVU Foundation.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.

West Virginia University Foundation
One Waterfront Place, 7th Floor
Morgantown, WV 26501
(304) 284-4000