Charitable Remainder Unitrust

Considering selling property or other appreciated assets and concerned about the high cost of capital gains tax? Are you planning ahead for retirement and will need reliable income, yet you also want to make a lasting philanthropic difference?

Charitable Remainder Unitrust

Stock or Cash

Unitrust

Donor

Fuller

A Charitable Remainder Unitrust (CRT) might be the solution you need! A CRT lets you turn your assets into a dependable lifetime income stream, unlock a significant tax deduction today by avoiding immediate capital gains, and still leave a generous gift to the causes you care about-all in one tax-smart solution.

HOW A CHARITABLE REMAINDER UNITRUST WORKS

• You transfer cash or assets to fund a charitable remainder unitrust.
• If a trust is funded with appreciated assets, the trust will then sell the assets tax free.
• The trust is invested to pay income to you or other trust beneficiaries you select during each beneficiary's lifetime or a term of up to 20 years.
• You receive an income-tax deduction in the year you transfer assets to the trust.
• Your chosen charity benefits from the funds remaining in the trust after all the trust payments have been made.

BENEFITS OF A CHARITABLE REMAINDER UNITRUST

• Receive income during your life or for 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 a charity close to your heart

CONTACT US

We'd be pleased to share more about a charitable remainder unitrust. Simply contact us and we'll walk you through the steps and answer any questions to ensure your legacy benefits the people and places you care about most.