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Stock Instructions Form (PDF)
"I give, devise, and bequeath to the University of Houston, located at 4800 Calhoun, Houston TX 77204 (federal tax ID no. 74-6001399) (Cash Bequest) the sum of ________ dollars ($_______). (Stock Bequest) _______ shares of stock of _______________ Corporation. (Percentage of Estate) ______percent (____%) of my estate. (Residuary Bequest) the remainder of my estate. I request this bequest be used by the University for the direct support of Houston Public Media for the specific purpose of: _________________________________."
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Houston Public Media as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Houston Public Media as a lump sum.