Charitable Remainder Unitrust

• Receive payments for life, for a term of up to 20 years or life plus a term of up to 20 years

• Avoid capital gains on the sale of your appreciated assets

• Receive an immediate charitable income tax deduction for the charitable portion of the trust

• Establish a future legacy gift to our organization

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 make payments 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. Our organization benefits from what remains in the trust after all the trust payments have been made.

A charitable remainder unitrust makes payments that reflect the value of the trust’s assets. Your payments have the potential to increase over time as the trust grows in value.

There are several unitrust payout options to meet your needs. The best payout option may depend on the nature of the asset used to fund the trust. We would be happy to work with you and your tax advisor to determine which payout option is best for you.