Page 34 - Alumni Horae: Vol. 94, No. 3 Spring 2014

For a confidential conversation, please contact Bob Barr, director of gift planning, at 603-229-4875,bbarr@sps.edu;
or visit our website at www.sps.edu/plannedgiving.
St. Paul’s School has received IRS approval to
allow Charitable Remainder Unitrust (CRUT)
assets to be invested in the School’s endowment.
As of June 30, 2013, the average annual compound
return on our endowment over the last 10 years
has been 8.1%. While prior performance is no guar-
antee of future results, now you can benefit from
this same rate of return with an SPS endowment-
invested CRUT.
Invest with – and in – SPS
THE BENEFITS TO YOU:
• Immediate income tax deduction
• Avoid capital gains on appreciated funding assets
• Safe, secure income stream paid quarterly
• Income paid at a fixed percentage of funding assets
• Oversight by the SPS Investment Committee
• Knowledge that the School benefits from your gift
• Total gift credit for your next reunion
SPS donors
Remainder to
St. Paul’s
$201,813
$100,000: Property
$50,000: Basis
Income tax deduction: $36,617
Gains not taxed (up to): $50,000
First year payments: $5,000
5%
Unitrust
St. Paul’s
School
This illustration shows an SPS endowment-invested CRUT that pays 5% of the principal as revalued
annually to two individuals, each age 67. It has been funded by an asset with a 50% cost basis. The example
makes certain tax assumptions; your circumstances may vary.