Charitable Remainder Unitrust

How It Works

• You transfer cash, securities, or other appreciated property into a trust. Our 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 Reserve Officers Association 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.

Next

• Frequently asked questions on Charitable Remainder Unitrusts.
• Related Gift: Charitable Remainder Annuity Trust.
• Contact us so we can assist you through every step.

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2013 VirtualGiving.com