Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to REPLACE Foundation for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for REPLACE

More Information

Contact Us

Michelle Speas, CFRE
(336) 778-7053
mspeas@familyservicesforsyth.org
Tax ID #87-2798936

 

Family Services
1200 South Broad Street
Winston-Salem, NC 27101

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer