• 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 with the sale of an appreciated asset. 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
    CWRU
    Charity image

    Benefits of a charitable remainder unitrust

    • Receive income 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

    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. Our organization 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

    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.