A charitable trust is a powerful way to support NUNM’s mission while providing financial benefits for you and your loved ones. By establishing a trust, you can enjoy income, reduce taxes, and create a lasting legacy for future generations.
What is a Charitable Trust?
A charitable trust is a planned giving vehicle that allows you to transfer assets into a trust, benefiting both you and NUNM. The trust provides income for you or your loved ones for a specified period or lifetime. Afterward, the remaining assets support NUNM’s programs and initiatives.
Types of Charitable Trusts
Charitable Remainder Trust (CRT)
A Charitable Remainder Trust provides income to you or your designated beneficiaries for life or a set term (up to 20 years). At the end of the term, the remaining assets are transferred to NUNM.
Benefits of CRT:
- Regular income for you or your beneficiaries
- Immediate charitable tax deduction
- Elimination of capital gains tax when funded with appreciated assets
Charitable Lead Trust (CLT)
A Charitable Lead Trust provides income to NUNM for a set term. Afterward, the remaining assets return to you or your heirs, often with reduced estate or gift taxes.
Benefits of CLT:
- Immediate support for NUNM’s mission
- Potential tax savings for you or your heirs
- Preservation of family wealth
Why a Charitable Trust?
- Lifetime or Term Income
- Receive regular payments from your trust or provide payments to your heirs.
- Tax Advantages
- Potential income tax deduction
- Avoidance or reduction of capital gains tax
- Reduced estate and gift taxes
- Support NUNM’s Mission
- Your trust ensures that NUNM continues to educate future naturopathic physicians, natural medicine practitioners, and professionals, advance research, and serve underserved communities.
How It Works
- Create the Trust: Work with your financial or legal advisor to establish a charitable trust that aligns with your goals.
- Fund the Trust: Transfer assets such as cash, securities, or real estate into the trust.
- Enjoy Income and Tax Benefits: Receive regular payments or provide for your loved ones while benefiting from tax advantages.
- Support NUNM: After the trust term, the remaining assets will support NUNM’s academic and clinical programs, scholarships, and research initiatives.
Is a Charitable Trust Right for You?
A charitable trust might be a good option if:
- You want to provide income for yourself or your heirs while supporting NUNM.
- You have appreciated assets and wish to reduce capital gains taxes.
- You want to leave a legacy that reflects your commitment to natural medicine and integrative health care.
Your Legacy in Action
Every trust supports:
- Scholarships for students advancing natural medicine and integrative health.
- Cutting-edge research funded by prestigious organizations like the NIH.
- Community health programs that serve underserved populations.
Your trust ensures that NUNM remains a leader in educating and inspiring the next generation of innovative, whole-person healthcare providers.
Let’s Discuss Your Options
Interested in learning more about how a charitable trust can benefit you and NUNM? Contact our Advancement Office to discuss your goals and explore how a trust can make a meaningful impact.
- Phone: 503-552-1512
- Email: Advancement@nunm.edu