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The sale of appreciated assets-such as stocks, bonds, or real estate-usually results in large capital gains taxes. With a Sale and Unitrust, though, you can give a valuable gift to ministry, avoid much of the tax burden, and receive cash from the sale of the asset.
You establish a Charitable Remainder Unitrust and designate the transfer of a portion of your assets to the Unitrust. After the assets are sold, you receive cash from one portion of the sale, and the other portion funds the trust, which will provide you with income for the rest of your life. Upon your passing, the remaining amount will be given to the ministry that you choose.
To run a personalized presentation about how a Sale and Unitrust would work for you, click here.
Important Information - When transferring a portion of your primary residence to fund a Unitrust, you may apply your one-time home exclusion to reduce or eliminate capital gains tax that would otherwise be due from the sale. Your tax advisor can assist you to determine if you should utilize this strategy.