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Charitable Remainder Unitrust


How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The suggested minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • When the trust terminates, the remainder passes to parish, school, Diocese or outreach program in East Tennessee to be used in whatever aspect of our ministry you have chosen.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up front capital gains tax on appreciated assets you give.
  • Enjoy the option to make additional gifts to the trust as the Lord allows for additional income and tax benefits.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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