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Charitable Remainder Unitrust
Click Here for Detailed
Explanation
How It Works
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You transfer cash,
securities or other appreciated property into a trust. |
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The trust pays a
percentage of the market value of the assets re-valued annually
to you or to beneficiaries you name. |
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When the trust ends,
the principal passes to the Crohn's & Colitis Foundation. |
Benefits
- You receive an immediate income tax
deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on appreciated
assets you donate.
- You or your designated beneficiaries
receive income for life or a term of years.
- You can make additional gifts to the
trust as your circumstances allow, and qualify for additional tax deductions.
- You can have the satisfaction of making
a significant gift that benefits you now and the Crohn's & Colitis Foundation later.
More
For more information
If you are considering a charitable remainder unitrust, email us,
complete the personal illustration form,
or call us at (212) 685-3440 ext. 7448 so that we can assist you through
every step of the process.
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