Skip Ribbon Commands
Skip to main content
Sign In
Search Policy Site
Pacific Logo

Skip Navigation LinksTrusts

Trusts


‚ÄčThere shall be at least a 50% charitable remainder value in any trust for which Pacific serves as trustee.

Minimum amount needed to fund a unitrust or annuity trust is $100,000.

A unitrust must have a minimum payout rate of 5%. An annuity trust must have an annual payout of at least 5% of the initial funding value of the trust.

Charitable lead annuity trusts and unitrusts: University must receive at least a 50% interest in the remainder of the trust, and a minimum value of $100,000.

About This Policy
Last Updated
2/10/2014
Original Issue Date
10/5/2012

Responsible Department
Development