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Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax. Save on Capital gains taxes this year and create a life income. A charitable remainder unitrust might offer the solutions you need.

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
BBTS
Charity image

Benefits of a charitable remainder unitrust

  • Receive income for life or a period of time desired by the donor
  • Reduce or eliminate capital gains on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable portion of the trust
  • Establish a future legacy gift to Bethesda

How a charitable remainder unitrust works

  1. You transfer cash or assets to fund a charitable remainder unitrust.
  2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  3. The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
  4. You receive an income tax deduction in the year you transfer assets to the trust.
  5. Bethesda benefits from what remains in the trust after all the trust payments have been made.

Contact us

If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

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