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If you are wanting to benefit from a fixed source of income or if you are concerned about the high cost of capital gains tax from the sale of an appreciated asset (such as property), a Charitable Remainder Unitrust or a Charitable Remainder Annuity Trust might offer the solution that you need.
You transfer your assets to the Foundation in order to fund a Unitrust or an Annuity Trust. The funds are then invested, and you receive fixed income from those funds based off the principal amount. This allows you to avoid the fluctuations of the stock market, providing you with a stable income that is much higher than what you would earn from a bank account or CD. Once all the trust payments have been made, the remainder is given to the ministry or church that you designate.
To run a personalized presentation about how a Unitrust or Annuity Trust would work for you, click here.
Both can provide payments for one life, two lives, or a period of years.