Calculte your benefits
Our self-help calculator, supported by PG Calc, Inc., can help you learn more about the benefits you would receive by establishing an income-producing gift.
for you and for Middlebury!
Middlebury Unitrust
The Middlebury Unitrust—making investments work harder for you.
Best for those age 45-75 with low-yielding investments
If you’re receiving low yields on savings or blue chip stocks and would like the potential to double or triple your income, consider a Middlebury Unitrust.
It distributes 5 to 7 percent of the annualized value of the principal you put into the trust. Although the growth of principal cannot be guaranteed, if the principal appreciates in value, the income recipients will receive more income. The income the beneficiaries receive is based upon the annual value of the unitrust assets.
You can establish a trust with:
- Appreciated stock
- Cash
- Personal property
- A minimum gift of $100,000
Your benefits:
- Quarterly payments that begin immediately
- Immediate capital gains tax relief at the time you fund the trust
- An income tax charitable deduction for part of the gift, reducing your current taxes
- Professional trust management
- The ability to benefit one or more beneficiaries for their lives, or for a term of not more than 20 years
Learn More
Contact Anne McMenamin or Deb Wales, our gift planning professionals, for ideas tailored to your situation. There is no fee or obligation for this service.
For more information, you may also complete our request form, call us toll-free at 866.496.6433, or send us an e-mail.
We look forward to hearing from you soon!
