Charitable Remainder Unitrusts

Share This

How does a Charitable Remainder Unitrust work?

Step 1: Transfer cash, securities or other appreciated property into a trust.

Step 2: The trust pays a percentage of the market value of the assets revalued annually to you or to your beneficiaries.

Step 3: When the trust ends, the principal passes to Safe Horizon.

Charitable Remainder Unitrusts: Benefits to you

• You receive an income tax deduction for a portion of your contribution to the trust.
• You enjoy no capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• You get the immediate gratification of making a significant gift that benefits you now and Safe Horizon later.

Back to Planned Gifts page.