Alumni and Friends

Planned Giving

Provide for Your Loved Ones and St. Cloud State

Charitable Lead Trusts

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

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Do you want to benefit from the tax savings that result from supporting St. Cloud State, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to St. Cloud State 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 St. Cloud State go up as well.

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Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

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  1. Contact Bob Beumer at 320-308-3716 or rfbeumer@stcloudstate.edu to talk about supporting St. Cloud State by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include St. Cloud State in your plans, please use our legal name and federal tax ID.

Legal Name: St. Cloud State University Foundation, Inc.
Address: St. Cloud, MN
Federal Tax ID Number: Please contact us for our federal tax ID number.

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure