Charitable Remainder Unitrust

  • A Charitable Remainder Unitrust is a separate trust arrangement between you and a trustee, often a financial institution.
  • It guarantees a stated percentage (at least 5%) of market value of Unitrust assets revalued each year.
  • Variable Income - annual payments to the donor increase (or decrease) with the market value of the Unitrust assets.
  • Additional contributions can be made to the Unitrust at any time.
  • Tax-free growth each year.
  • Income tax deduction is credited each year that a contribution is made to the trust, which is a percentage of the value of property transferred.
  • Avoids a portion of taxes on capital gains if trust is funded with appreciated property such as stocks and real estate.

If you'd like to discuss any of these options with someone from our development office, please call 800-321-1557 or contact us by email.