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Charitable lead trusts
Solutions for large estates that protect your assets
Through a charitable lead trust donation, you can benefit from the tax savings that result from supporting Miami without giving up the assets you would like your family to receive.
There are two ways that charitable lead trusts make payments to the Miami University Foundation:
A charitable lead annuity trust pays a fixed amount each year to Miami 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 Miami go up as well.