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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!

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
UNCG
Charity image

Benefits of a Charitable Remainder Unitrust Gift

  • Income for life, lives, or term of years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Charitable income tax deduction for a portion of your gift
  • Future legacy gift to UNCG

Charitable Remainder Unitrust for Income

A charitable remainder unitrust pays you a fixed percentage of the annual value of your trust investments. There is the potential that your income could increase over time with growth in value of your trust investments. The UNCG Excellence Foundation, Inc., serves as trustee for these trusts. Target asset allocation is generally 60% equities, 40% fixed income. [minimum initial value $50,000]

How to Select the Right Unitrust Payout for You

There are several unitrust payout options to meet your needs:

  • The standard unitrust pays out a fixed percentage of the trust assets each year
  • Another payout option used commonly for real estate permits the trust to sell the property tax free and then begin paying you such fixed percentage after the property has been sold
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