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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Deduction Calculator
Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.
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Annuity TrustAn annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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Annuity Trust for Term of 1 – 20 YearsAn annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
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Lead Annuity Trust for Term of 1 – 35 YearsThis lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.
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Lead Unitrust for Term of 1 – 35 YearsThis lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
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UnitrustThe tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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Unitrust for Term of 1 – 20 YearsA unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
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