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Charitable Remainder Unitrust and Annuity Trust

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.

Charitable Remainder Trusts
Stock or Cash
Charity image

Benefits of Charitable Remainder Trusts

  • Receive fixed income for life
  • Avoid capital gains taxes
  • Receive an immediate charitable income tax deduction

How Charitable Remainder Trusts Work

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.

Two Gift Model Options:

  • An Annuity Trust pays a fixed dollar amount based on the original amount it was established with. Additional gifts are not permitted with an Annuity Trust.
  • A Unitrust has payments that are revalued annually, so your income has the potential to increase as the trust grows in value. Additional gifts are permitted with a Unitrust.

Both can provide payments for one life, two lives, or a period of years.