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

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
- You transfer cash or assets to fund a charitable remainder unitrust.
- In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
- 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.
- You receive an income tax deduction in the year you transfer assets to the trust.
- 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.