Giving

Charitable Trusts

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?

  1. Lifetime or Term Income 
    • Receive regular payments from your trust or provide payments to your heirs. 
  2. Tax Advantages 
    • Potential income tax deduction 
    • Avoidance or reduction of capital gains tax 
    • Reduced estate and gift taxes 
  3. 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 

  1. Create the Trust: Work with your financial or legal advisor to establish a charitable trust that aligns with your goals. 
  2. Fund the Trust: Transfer assets such as cash, securities, or real estate into the trust. 
  3. Enjoy Income and Tax Benefits: Receive regular payments or provide for your loved ones while benefiting from tax advantages. 
  4. 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.