Charitable Remainder Unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
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