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How It Works
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You transfer cash, securities, real estate or other appreciated property to a trust.
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The trust pays you or other beneficiaries you name the net income only until a specified time when it “flips” and begins to pay a percentage of the assets re-valued annually.
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The principal passes to Sam Houston State University when the trust ends.
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Benefits
- You can structure the trust to “flip” when you retire or when an illiquid asset, such as real estate or closely-held stock, is sold by the trust. This gives you control over when the income stream begins.
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on appreciated assets you donate to the trust.
- You can have the satisfaction of making a significant gift now that benefits both you and SHSU later.
More
For more information
If you are considering a deferred gift annuity, email us, complete the personal illustration form, or call us at (936) 294-3625 so that we can assist you through every step of the process.
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PLANNED GIVING LINKS
Welcome
1879 Society
Meet Our Donors
Ways to Give
PLAN-A-GIFT®
Gift Plans
Assets You Can Give
Frequently Asked Questions
Glossary
Gift Calculator
Personal Illustration
Attorney Information
Development Team
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