Make a Lasting Impact on America

Preserve America's founding principles through impactful, tax-efficient charitable giving.

Text Resize

"I can't even begin to express what a relief it is to know that my charitable trust is now one hundred percent in keeping with my conservative values. It's a great feeling knowing that I'm doing something good for America rather than potentially contributing to the problem." -Carol Manning

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
Heritage
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

Let us help you create a meaningful legacy for America

man and woman looking at a tablet