Charitable Remainder Unitrusts CLICK HERE FOR A DETAILED EXPLANATION
How it works
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You transfer cash, securities or other appreciated property into a trust.
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The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
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When the trust ends, the principal passes to Sansum Diabetes Research Institute.
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Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on appreciated assets you donate.
- You or your designated beneficiaries receive income for life or a term of years.
- You can make additional gifts to the trust as your circumstances allow, and qualify for additional tax deductions.
- You can have the satisfaction of making a significant gift that benefits you now and SDRI later.
More
To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you. |
