Trusts & Real Estate
From charitable trusts to gifts of real estate, here are a few ways donors optimize their taxes and donate assets to MUSC, too.
Kinds of trusts and real estate gifts
Trusts
Charitable Remainder Unitrust (CRUT)
If you’re considering a gift of $250,000 or more and want an option that could increase your income over time, a charitable remainder unitrust could be a good option. If your unitrust grows, your payments will grow, too, providing a hedge against inflation.
Charitable Remainder Annuity (CRAT)
If you’re considering a gift of $250,000 or more, and want the security of a fixed income, a Charitable Remainder Annuity Trust (CRAT) could be a good option for you.
Charitable Flip Unitrust
A flip unitrust can be a good way for you to give an asset that may take time to sell (such as real estate or a closely held stock) and receive substantial payments for life once the flip unitrust sells your asset. You might also be interested in using a flip unitrust to make a gift now that will supplement your income in the future, such as when you retire.Charitable Lead Trust
Make a gift of fixed annual payments and pass assets to your family or other heirs at reduced gift and estate tax cost. You would transfer cash, securities, or other property to a trust and receive a gift tax deduction. During its term, the trust pays a fixed amount each year to MUSC. When the trust ends, its remaining principal passes to your family or other heirs you name.Real Estate
Bargain Sale
Make a gift to the MUSC Foundation by selling a valuable asset to us, like real estate, for less than it's is worth.
Retained Life Estate
Donate your home, farm, or second home to MUSC and receive an immediate income tax deduction, while retaining the right to live in your home for the rest of your life.
Next steps for giving by trust or real estate
1. Explore your options. Consider whether a charitable trust or real estate gift best fits your financial and charitable goals.
2. Talk with your advisors. Consult your financial, tax, or estate-planning advisor to help you make the best decision for your situation and advise on individual next steps.
3. Let us know about your gift so we can thank you and connect your gift with the area you wish to support.