ABOUT BEQUESTS

You may be looking for a way to make a significant gift to help further the mission of your favorite charity. A bequest is a gift made through your Will or Trust. It is one of the most popular and flexible ways that you can support the cause that matters the most to you.

more

CHARITABLE GIFT ANNUITY

A charitable gift annuity is a great way to make a gift to your favorite charity. With this vehicle, you can gift your cash or property to your favorite charity and they will promise to make fixed payments to you for life at a rate based on your age.

more

IRA CHARITABLE ROLLOVER

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

more
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.
Or perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
Charity
Charity image

Benefits of a charitable remainder unitrust

  • Income for life, lives, or term of years
  • Avoid capital gains on the sale of your appreciated assets
  • Charitable income tax deduction for remainder portion of your gift to charity
  • Future legacy gift to your favorite charity

How a charitable remainder unitrust works

  1. You transfer cash or assets to fund a charitable remainder unitrust.
  2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  3. The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
  4. You receive an income tax deduction in the year you transfer assets to the trust.
  5. Your favorite charity benefits from what remains in the trust after all the trust payments have been made.

Contact us

If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown