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Establishing a CRT benefits Ed, '56, and Eileen Bernhoft
more than they'd hoped!
 Looming capital gains taxes of more than $73,000 on a retirement investment rental property precluded the Bernhoft's from selling and converting it to financial assets. By donating their property, valued at $535,000, and establishing a charitable remainder trust they were able to bypass capital gains taxes, receive a charitable income tax deduction and most importantly, fulfill their desire to support UND.
And they nearly tripled their annual income from this investment!
When their trust matures, the Edward T. & Eileen J. Bernhoft Endowment will be funded at an estimated $700,000 to benefit students and faculty in the College of Business and Public Administration, where Ed, A cavalier, N.D. native, credits faculty and UND experiences for his success in the financial industry.
Find out if a CRT is right for you.
Share Your Spirit
Donors make a difference at UND! Read about how different gift planning opportunities are benefitting donors and impacting our great University.
 | Unitrust
Earl, '58, and Jan Strinden know first-hand how a unitrust can fit perfectly among the financial, estate and charitable goals a family may have. More on Unitrust >>. |
 | Named Endowment
Fred, '49, and Albena Blumhardt, knew they wanted to give back to Fred's alma mater. They also knew they wanted to become Benefactors of UND. So, they called Rob Carolin, one of our development officers, and asked what it would take to reach that level. More on Named Endowment >>. |
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Thanks very much for visiting us! Click here to contact one of our development officers.
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Dave Miedema
Director of Development
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact davem@undalumni.org.
If you are a professional advisor, you may take the following steps on this site.
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Labor Day was instituted to commemorate America's hard working labor force and was scheduled at the end of summer. It was the last big weekend before returning to a five-day work week. 
