Charitable Remainder Unitrust
Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
The Heritage Foundation
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!
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!
Benefits of a Charitable Remainder Unitrust Gift
- 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 The Heritage Foundation
- Future legacy gift to our organization
Charitable Remainder Unitrust for Income
A charitable remainder unitrust pays you income that reflects trust investments. There is the potential that your income could increase over time with growth in the trust.
How to Select the Right Unitrust Payout for You
There are several unitrust payout options to meet your needs:
- The standard unitrust pays out a percentage of the trust assets each year
- Another payout option used commonly for real estate permits the trust to sell the property tax free and then begin paying you income after the property has been sold
We are here to help you! If you have any questions or are interested in giving to The Heritage Foundation, don't hesitate to call us at 800-409-2003 or email us at legacy@heritage.org.
