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Charitable Remainder Unitrust


How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • When the trust terminates, the remainder passes to The Potomac School to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up front capital gains tax on appreciated assets you donate.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Contact Information

Jinene Christian
Associate Director of Development
703-749-6326
jchristian@potomacschool.org

 

"Potomac provides so many amazing opportunities for kids and adults to grow and learn, and I am happy for any small part I can play in helping kids take advantage of the special gift that is Potomac"
— Sharyn Stein, Potomac Teacher and Coach