Charitable Remainder Unitrusts
(Is this gift for you?)
A charitable remainder unitrust is for you if ...
- You want to make a major gift to us while retaining or increasing your income from the assets you contribute
- You hold appreciated assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale
- You want the income from your gift to be able to grow over time
- You desire maximum flexibility in the operation of your gift:
- You want income paid to your beneficiary for a term of years instead of her lifetime
- You want to pay more than one beneficiary
- You want the option of choosing the trustees of your gift plan
- You want to donate an appreciating but temporarily illiquid asset to us
For more information
Email us, complete the personal illustration form, or call us at 610-526-1425 so that we can assist you through every step of the process.
