 |
Flip Unitrust
Click Here for Detailed
Explanation
How It Works
 |
You transfer cash,
securities, real estate or other appreciated property to a trust. |
 |
The trust pays you
or other beneficiaries you name the net income only until a specified
time when it “flips” and begins to pay a percentage
of the assets re-valued annually. |
 |
The principal passes
to the Crohn's & Colitis Foundation when the trust ends. |
Benefits
- You can structure the trust to “flip” when
you retire or when an illiquid asset, such as real estate or closely-held
stock, is sold by the trust. This gives you control over when the income
stream begins.
- 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 to the trust.
- You can have the satisfaction of making
a significant gift now that benefits both you and the Crohn's & Colitis Foundation later.
More
For more information
If you are considering a deferred gift annuity, 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.
|
|
